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 9 June Loyal North Blue House and Lewins Investments South West £80m 23 May Saltus Delta Financial Management Hertfordshire £400m 2 May Fidelius Vobis (a non-controlling holding) Central London Non-disclosed 15 April Corbel Partners Orchid Financial Services, Revelstone Financial Planning, Bristol and West Financial Services, three Arcus Wealth advisers Adian Corless, Ian Carter, and Robert Curwen Reed, and one external purchase Kevin Cotterell Financial Services...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
