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acquisition

Titan Wealth snaps up Workplace Advice Group

Your profession

Titan Wealth snaps up Workplace Advice Group

Acquired business will ‘work closely’ with Titan Wealth Planning

clock 01 April 2025 • 2 min read
Kingswood PE backer considers merging wealth manager after muted growth

Companies

Kingswood PE backer considers merging wealth manager after muted growth

Says company’s growth has not been as strong as expected

clock 18 March 2025 • 3 min read
Benchmark Capital snaps up advice firm Robertson Baxter

Companies

Benchmark Capital snaps up advice firm Robertson Baxter

Adds £200m in assets to the network

clock 13 February 2025 • 2 min read
Shackleton acquires Norfolk-based Harrold Financial Planning

Your profession

Shackleton acquires Norfolk-based Harrold Financial Planning

The London-based firm adds £300m in AUM as part of its 16th deal since Sovereign investment

clock 10 February 2025 • 1 min read
Administrators reach sale deal for PSG's Unity SIPP

Pensions

Administrators reach sale deal for PSG's Unity SIPP

Scheme operated around 5,500 SIPPs

clock 10 January 2025 • 2 min read
Azets Wealth Management snaps up advice firm Laurus Associates

Your profession

Azets Wealth Management snaps up advice firm Laurus Associates

Azets acquires Newcastle-based firm Laurus Associates to expand services

clock 07 January 2025 • 1 min read
Foster Denovo acquires Staffordshire advice firm adding £300m in assets

Companies

Foster Denovo acquires Staffordshire advice firm adding £300m in assets

Brian Mole marks the national firm's sixth acquisition in 12 months

clock 04 December 2024 • 2 min read
Tavistock acquires asset manager and moves forward with Saltus advice sale

Companies

Tavistock acquires asset manager and moves forward with Saltus advice sale

Will receive £22m by 2 December

clock 22 November 2024 • 2 min read
Brooks Macdonald buys financial planning firm

Your Business

Brooks Macdonald buys financial planning firm

Acquisition adds around 500 clients

clock 05 November 2024 • 2 min read
Foster Denovo snaps up Leicestershire-based advice firm

Companies

Foster Denovo snaps up Leicestershire-based advice firm

80Twenty brings in more than half a billion of funds under management

clock 29 October 2024 • 2 min read
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