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Expansion of insurance work in 2026

Snaps up Stonewood Financial Planning

Acquires Prosser Knowles in Droitwich and Gloucester

Carlyle acquired Intelliflo from Invesco for £148.6m in August

Adds £650m in AUM

'It is clear that the sector is moving through a significant period of transformation'

Regulator welcomes Elly Dowding and Farnam Bidgoli

Join us for an exclusive webinar exploring how advice firms can unlock growth by adapting to the evolving needs of clients, without compromising on quality or profitability.

Montague shares the wealth manager’s aim to be the best, not the biggest

Latest court hearing took place on 11 December