acquisition

Buys Aurea Financial Planning

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