Companies

Companies

Consolidator Kingswood completes WFI purchase with £3.5m payment

Deal struck in 2019

clock 24 February 2021 • 1 min read

Your profession

Clifton Wealth Partnership adds Hunt Financial Planning as AR

Specialises in large estates

clock 16 February 2021 • 1 min read

Companies

National IFA Progeny adds conveyancing expertise with Watsons Law acquisition

Conveyancing, land and property law

clock 15 February 2021 • 1 min read

Companies

Phoenix set to buy 200-year old Standard Life brand from SLA - reports

SLA rebranding will not be immediate

clock 12 February 2021 • 1 min read

Companies

Exclusive: Aviva overhauls declining advice proposition

Will offer simplified advice

clock 04 February 2021 • 4 min read

Companies

Mattioli Woods acquires planning business Montagu for £2.3m

AUA worth £80m

clock 03 February 2021 • 1 min read

Companies

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.

clock 02 February 2021 • 1 min read

Companies

Openwork shakes up executive team

Creation of chief commercial officer role

clock 19 January 2021 • 2 min read

Companies

Fairstone acquires Berkshire-based financial planner with £60m FUM

£800,000 annual fee income

clock 14 January 2021 • 2 min read

Companies

Succession Wealth reports operating loss of £3.6m in 2020

Private equity-backed business

clock 14 January 2021 • 2 min read