How wealth and advice firms should handle integrating acquisitions

'Integration post-acquisition does not have to be so difficult'

clock • 4 min read

Carl Woodward explores best practice for advisory businesses that are integrating acquisitions

The merger and acquisition (M&A) market has become a vital cog in the UK wealth and advice industry with several deals confirmed on a weekly basis. This is not a new part of the market – but for the last five-to-ten years – more and more consolidators have come out of the woodwork. At the same time, smaller firms looking to grow have been actively acquisitive. Unfortunately, not every deal completed in the wealth and advice market works in the long term. Sometimes mergers and acquisitions have problems before the ink has dried on the deal. Integrating companies post-acquisition doe...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Your Business

BDM Benchmark 2025: Advisers expect business support

BDM Benchmark 2025: Advisers expect business support

Third year of in-depth BDM research

Brendan Llewellyn
clock 07 July 2025 • 4 min read
Editor's view: Financial futures powered by Deliveroo

Editor's view: Financial futures powered by Deliveroo

The editor's Friday Night Takeaway from 4 July

Jen Frost
clock 04 July 2025 • 3 min read
All the advice firm acquisitions that have taken place in 2025

All the advice firm acquisitions that have taken place in 2025

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 03 July 2025 • 2 min read