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 BUYER IFA LOCATION ASSETS ADDED Bought in Q3 Finli Leabold Financial Management, Donald Watt, Paul Simons FS, Steve Bonell and Simms Raymond Abercynon, Falkirk, Glasgow, Sheffield and Boreham Wood Non-disclosed 23 October Fairstone 1st Financial Group Somerset £125m 22 October First Wealth Accumulate Wealth Management Kent Non-disclosed 15 October Oakglen Wealth Aurea Financial Planning Peterborough Non-disclosed 14 October (deal completed on 29 August) ...
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