Companies

Perspective continues acquisition streak with two more buys

Companies

Perspective continues acquisition streak with two more buys

Latest deals add £220m in AUM and two new offices

clock 03 October 2023 • 1 min read
Hurst Point Group completes £1bn Helm Godfrey deal

Companies

Hurst Point Group completes £1bn Helm Godfrey deal

Deal increases group's number of financial advisers to 120

clock 02 October 2023 • 1 min read
Dow Schofield Watts acquires HNW-focused adviser business

Companies

Dow Schofield Watts acquires HNW-focused adviser business

STS Europe becomes part of DSW's tax practice

clock 28 September 2023 • 1 min read
Rathbones and Investec complete merger to create £100bn business

Companies

Rathbones and Investec complete merger to create £100bn business

Creates one of the UK's largest discretionary wealth managers

clock 21 September 2023 • 1 min read
Wren Sterling makes double acquisition adding £400m in AUM

Companies

Wren Sterling makes double acquisition adding £400m in AUM

Added 1,000 to its books through two advisory deals

clock 21 September 2023 • 1 min read
Fintel in 'active M&A talks' as Defaqto and SimplyBiz drive growth

Companies

Fintel in 'active M&A talks' as Defaqto and SimplyBiz drive growth

Defaqto and SimplyBiz ‘contributed well to Fintel’s profitability’

clock 19 September 2023 • 1 min read
FCA revokes IFA's permissions after failure to provide information

Companies

FCA revokes IFA's permissions after failure to provide information

Gainsborough Financial Services can no longer carry out regulated activities

clock 14 September 2023 • 1 min read
PE-backed Skerritts acquires Kent-based IFA adding £62m in assets

Companies

PE-backed Skerritts acquires Kent-based IFA adding £62m in assets

Seventh deal since Sovereign Capital Partners £55m backing

clock 14 September 2023 • 1 min read
FCA orders £155,000 compensation from two British Steel advisers

Companies

FCA orders £155,000 compensation from two British Steel advisers

Keith Dickinson and Andrew Allen are banned from giving pensions advice

clock 13 September 2023 • 1 min read
SJP implements VR training to highlight client vulnerability

Companies

SJP implements VR training to highlight client vulnerability

Adviser training includes immersive 360° film and interactive role play

clock 13 September 2023 • 1 min read