Companies
Octopus acquires Hatch Financial Coaching
Financial coaching for mass market
IWP continues acquisition spree with three IFA buyouts
Bought 22 firms in two years
Quilter sells international business for £483m
Simplifies structure
Lumin Wealth adds £75m AUM with third adviser acquistion
Hertfordshire-based firm
Tilney Smith & Williamson names Prakash COO as Reid retires
Reid to take on advisory role
Private equity backs Chartered firm Skerritts with £55m for acquisition push
‘Vertical integration opportunities’
Quilter to cut restricted advisers; Pre-tax profits down 8% during 'demanding year'
'Small number' to exit in 2021
Aviva full year profits rise; exits Italian market
Will pay down debt
SJP plans 200 job cuts as pandemic hits pre-tax profits
2020 full year results
Fairstone secures 'major' private equity investment from TA Associates
Alongside current backer Synova
Equilibrium's Gaynor Rigby to exit this summer
Equilibrium Financial Planning managing partner Gaynor Rigby is to leave the business this summer after 11 years with the Wilmslow-based firm.
Consolidator Kingswood completes WFI purchase with £3.5m payment
Deal struck in 2019
Clifton Wealth Partnership adds Hunt Financial Planning as AR
Specialises in large estates
National IFA Progeny adds conveyancing expertise with Watsons Law acquisition
Conveyancing, land and property law
Phoenix set to buy 200-year old Standard Life brand from SLA - reports
SLA rebranding will not be immediate
Exclusive: Aviva overhauls declining advice proposition
Will offer simplified advice
Mattioli Woods acquires planning business Montagu for £2.3m
AUA worth £80m
Chartered trio launch Manchester-based financial planning firm
Three Chartered financial planners have joined forces to launch a new independent business called Sylvan Financial Management.
Openwork shakes up executive team
Creation of chief commercial officer role
Fairstone acquires Berkshire-based financial planner with £60m FUM
£800,000 annual fee income
Succession Wealth reports operating loss of £3.6m in 2020
Private equity-backed business
Perspective Financial Group acquires Corby-based planning firm
Northants and Cambs client base
Transact purchases financial planning software provider Time4Advice
First acquisition of 2021
Giles Dunning: The pitfalls to avoid when selling your IFA firm
Due diligence challenges
