With consolidation continuing across the industry at rapid speeds, Professional Adviser is working on a rolling list of all the acquisitions and deals that have been agreed over the year…
DATE CONSOLIDATOR IFA LOCATION ASSETS ADDED December Perspective Hallidays Wealth Management, Foinaven Asset Management, Tony Fenton & Sons, PW Financial Management and client book of of a longstanding adviser Stockport, Ashbourne, Caistor, and Cheadle £375m 2024 Hoxton Wealth Family First Financial Services Darlington More than £85m 10 December Milecross Financial The Martin Cliffe Practice Milton Keynes £80m 4 December Foster Denovo Brian Mole Independent Advisers Staffordshire £300m 2 December ...
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