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 24 April Shackleton Hurst Point c. £10bn 16 April Lumin Wealth Gresham Financial Strategies London £140m 16 April Finli Adrian Smith Wealth Management GM Wealth Management JSP Financial Services Roxborough Wealth Management Two client banks in Basingstoke and Great Missenden. Lancashire, Wrexham, Birmingham, Cobham, Basingstoke and Great Missenden £252m 14 April One Four Nine Group Mowatt Financial Planning York Non-disclosed 13 April Absolute Finan...
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
