acquisition

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

Acquires Mowatt Financial Planning

Acquires Edinburgh-based Wealth Professional

Leeds planning firm adds £100m in AUM

CPN Financial Services team will join Amicus Wealth Management

Acquisition expected to generate revenue of £2.6m