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 OF ANNOUNCEMENT CONSOLIDATOR IFA LOCATION ASSETS ADDED 11 June Eight Financial Advice Swann Financial Banbury Non-disclosed 10 June Baggette + Co Wealth Management Burgess Williams Southampton Non disclosed 10 June Beckett Investment Management Norfolk & Suffolk Financial Services East Anglia Non disclosed 3 June (Firms were bought in Q1) MKC Wealth Executive Lifestyle Planning, financial planner Daniel Richards' client book, Medical Investment & Financial Management, Peartree Wealth Management, Wealt...
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