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 20 August Ascot Lloyd Aberdeen Financial Planning TBC £3.6bn 5 August Advies Private Clients Nicholas Trayford TBC £100m 5 August Perspective Lifestyle Financial Services, Sirius Money Management, Mat White Financial Services, Sapient Wealth Management and Bayham Wealth Crewe (other locations TBC) £310m 30 July Titan Wealth Finance Shop and FS Wealth Management Norwich £750m 28 July Westerby Group Cabot Trustees Brist...
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