All the advice firm acquisitions that have taken place in 2024

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock • 1 min read

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 27 February  Bank House Financial Planning (IFA) Fox Whittle Financial Management  Staffordshire £40m 26 February  MKC Wealth Wealth for Women London Not disclosed  9 February   Nucleus Third Financial (platform) London £6bn 31 January Progeny Chartered Wealth Management Manchester and London Not disclosed 29 January  Finli Group  Clark Gillone  Glasgow and Sterling  Over £815m 26 January Craven Street Wealth Punter Southall Oxford, Bedford and Poole £600m 9 January Succession Wealth DFP Health & Wealth Management Pl...

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