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acquisition

Shackleton acquires Norfolk-based Harrold Financial Planning

Your profession

Shackleton acquires Norfolk-based Harrold Financial Planning

The London-based firm adds £300m in AUM as part of its 16th deal since Sovereign investment

clock 10 February 2025 • 1 min read
Administrators reach sale deal for PSG's Unity SIPP

Pensions

Administrators reach sale deal for PSG's Unity SIPP

Scheme operated around 5,500 SIPPs

clock 10 January 2025 • 2 min read
Azets Wealth Management snaps up advice firm Laurus Associates

Your profession

Azets Wealth Management snaps up advice firm Laurus Associates

Azets acquires Newcastle-based firm Laurus Associates to expand services

clock 07 January 2025 • 1 min read
Foster Denovo acquires Staffordshire advice firm adding £300m in assets

Companies

Foster Denovo acquires Staffordshire advice firm adding £300m in assets

Brian Mole marks the national firm's sixth acquisition in 12 months

clock 04 December 2024 • 2 min read
Tavistock acquires asset manager and moves forward with Saltus advice sale

Companies

Tavistock acquires asset manager and moves forward with Saltus advice sale

Will receive £22m by 2 December

clock 22 November 2024 • 2 min read
Brooks Macdonald buys financial planning firm

Your Business

Brooks Macdonald buys financial planning firm

Acquisition adds around 500 clients

clock 05 November 2024 • 2 min read
Foster Denovo snaps up Leicestershire-based advice firm

Companies

Foster Denovo snaps up Leicestershire-based advice firm

80Twenty brings in more than half a billion of funds under management

clock 29 October 2024 • 2 min read
Fairstone acquires Aberdeen-based Forbes Lawson Wealth Management

Your profession

Fairstone acquires Aberdeen-based Forbes Lawson Wealth Management

Scotland continues to be ‘a key focus’ for Fairstone

clock 21 October 2024 • 1 min read
From humble beginnings: Hoxton's UK growth and rebranding journey

Your profession

From humble beginnings: Hoxton's UK growth and rebranding journey

Hoxton boss Chris Ball talks to Professional Adviser about UK plans

clock 20 August 2024 • 5 min read
Wren Sterling makes third deal this year adding £450m in assets

Companies

Wren Sterling makes third deal this year adding £450m in assets

National IFA has snapped up Fareham-based In Focus Group

clock 13 August 2024 • 1 min read
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