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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
Deal would add £590m of assets under advice
Everlong Wealth Limited has a team of 12
Snaps up Stonewood Financial Planning
24 April 2026
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2 min read
