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 6 November Azets Wealth Management Evans Falco Cornwall Non-disclosed 4 November Twelve Wealth Management Smith Hobbs Wealth Management Poole Non disclosed 27 October Hoxton Wealth Haven IFA Manchester £140m 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 ...
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