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 15 October MKC Wealth Money Flow, Goldcrest Financial Planning, Berg-Davies Associates and Sherpa Financial Solutions Kingston-Upon-Thames, Surrey, Berg-Davies Associates, and Sherpa Financial Solutions Non disclosed Completed in September Finli Catterson Wealth Management, Groundwell, Oaklands Wealth Management and Peter Guy Financial Planning Stirling, Swindon, Birmingham and Chester £259m 30 September Fairstone Allen Tomas & Co Norfolk £120m ...
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