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acquisition

Clifton Wealth Partnership acquires two South Wales IFAs

Companies

Clifton Wealth Partnership acquires two South Wales IFAs

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

clock 03 August 2026 • 2 min read
Nine Edge Wealth rebrands Scottish businesses

Companies

Nine Edge Wealth rebrands Scottish businesses

Follows earlier acquisitions of RMS Financial and Wealth Professional

clock 23 July 2026 • 2 min read
Perspective makes first acquisition in Scotland

Companies

Perspective makes first acquisition in Scotland

Acquires Glasgow-based Phoenix Wealth Solutions

clock 21 July 2026 • 2 min read
Fairstone makes double IFA acquisition

Companies

Fairstone makes double IFA acquisition

Snaps up Grainger Financial Planning and Riverstone Wealth Management

clock 16 July 2026 • 2 min read
Clifton Wealth Partnership snaps up Suffolk financial planning firm

Your profession

Clifton Wealth Partnership snaps up Suffolk financial planning firm

Brings total AUM to £4bn

clock 01 July 2026 • 2 min read
Poole-based advice firm snaps up Southampton IFA

Companies

Poole-based advice firm snaps up Southampton IFA

Baggette + Co Wealth Management acquires Burgess Williams

clock 10 June 2026 • 2 min read
Becketts acquires East Anglian firm

Companies

Becketts acquires East Anglian firm

Snaps up Norfolk & Suffolk Financial Services

clock 10 June 2026 • 2 min read
Shackleton buys London advice firm

Companies

Shackleton buys London advice firm

Focus on creative and media professionals

clock 02 June 2026 • 2 min read
Evelyn Partners names CEO and CFO as NatWest deal nears completion

Companies

Evelyn Partners names CEO and CFO as NatWest deal nears completion

Geddes and Gersh to exit

clock 01 June 2026 • 2 min read
AAB Wealth acquires two advice firms

Companies

AAB Wealth acquires two advice firms

Jane Smith Financial Planning and BpH Wealth to join

clock 21 May 2026 • 2 min read
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