acquisition

Baggette + Co Wealth Management acquires Burgess Williams

Snaps up Norfolk & Suffolk Financial Services

Focus on creative and media professionals

Geddes and Gersh to exit

Jane Smith Financial Planning and BpH Wealth to join

Deals rose from 50 to 133 between 2020 and 2025

Snaps up Dukes IFA adding £43m in AUM

Minority investment was announced in January

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

Creates UK’s largest savings and income provider