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Companies

Tavistock ends deal with Titan after 'unacceptable performance'

Companies

Tavistock ends deal with Titan after 'unacceptable performance'

Partnership between the firms comes to an end

clock 09 July 2024 • 1 min read
Menzies merges with London firm to boost business recovery team

Companies

Menzies merges with London firm to boost business recovery team

The accountancy and advisory firm has merged with Rollings Butt

clock 09 July 2024 • 1 min read
Cardiff firm declared failed by FSCS over investment advice

Companies

Cardiff firm declared failed by FSCS over investment advice

Welsh firm Mackie Wealth Management is no longer trading

clock 21 June 2024 • 1 min read
Hargreaves Lansdown receives revised £5.4bn bid from PE consortium

Companies

Hargreaves Lansdown receives revised £5.4bn bid from PE consortium

Bid led by private equity consertium CVC Capital Partners

clock 18 June 2024 • 1 min read
Adviser numbers up at Tatton as it sets £30bn AUM target

Companies

Adviser numbers up at Tatton as it sets £30bn AUM target

‘Our IFA community is going from strength to strength’

clock 18 June 2024 • 2 min read
ValidPath supports Herefordshire-based IFA firm Winnell Douglas

Companies

ValidPath supports Herefordshire-based IFA firm Winnell Douglas

Part of the IFA network’s ‘succession solution’ programme

clock 11 June 2024 • 2 min read
Hoxton Capital's AUM tops £1.6bn with third IFA buy of the year

Companies

Hoxton Capital's AUM tops £1.6bn with third IFA buy of the year

International advice firm has acquired Devine Financial Management

clock 06 June 2024 • 1 min read
Succession Wealth buys £900m advice firm London Wall Partners

Companies

Succession Wealth buys £900m advice firm London Wall Partners

Firm’s fourth buy under Aviva ownership and its second in 2024

clock 05 June 2024 • 1 min read
Quilter Financial Planning adds four AR firms to its network

Companies

Quilter Financial Planning adds four AR firms to its network

Ex-St James's Place adviser's firm among the four new joiners

clock 05 June 2024 • 2 min read
Milecross Financial acquires Surrey practice adding £40m in assets

Companies

Milecross Financial acquires Surrey practice adding £40m in assets

National advice firm’s second acquisition this year

clock 04 June 2024 • 1 min read
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