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 5 August Perspective Lifestyle Financial Services, Sirius Money Management, Mat White Financial Services, Sapient Wealth Management and Bayham Wealth Crewe £310m 30 July Titan Wealth Finance Shop and FS Wealth Management Norwich £750m 28 July Westerby Group Cabot Trustees Bristol Non disclosed 23 July Integrity365 Peter Murray Financial Management Essex Non disclosed 8 July Finli Accomplish Wealth Management, G&D Bignell, Wy...
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