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 11 September Tavistock Lifetime Financial Management Intermediaries Barnsley, South Yorkshire Not listed publicly 3 September Clifton Wealth Partnership Grovebridge Financial and Clifton Business Consultancy Bristol and Yorkshire £146m 20 August Ascot Lloyd Aberdeen Financial Planning London £3.6bn 5 August Advies Private Clients Nicholas Trayford TBC £100m 5 August Perspective Lifestyle Financial Services, Sirius Money Ma...
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