acquisition

Will create one of the UK’s largest financial planning firms

Deal part of its ‘vision for connected financial services’

Banyard Independent Advice Services and Wilcox Financial Planning add £68m AUM

Follows earlier acquisitions of RMS Financial and Wealth Professional

Acquires Glasgow-based Phoenix Wealth Solutions

Snaps up Grainger Financial Planning and Riverstone Wealth Management

Brings total AUM to £4bn

Baggette + Co Wealth Management acquires Burgess Williams

Snaps up Norfolk & Suffolk Financial Services

Focus on creative and media professionals