acquisition

Companies

AFH acquires assets of CRS Financial Planning

Deal adds £25m to AFH's funds under management

clock 03 October 2016 • 1 min read

Your profession

Emphasising efficiency, not revenue, makes a business saleable

No buyer wants a cumbersome business

clock 22 September 2016 • 3 min read

Your profession

Old Mutual national advice business appoints Dominic Rose as director

OM Wealth Private Client Advisers network

clock 16 September 2016 • 1 min read

Companies

Cofunds: Deal is platform market 'game changer'

'Chance to dominate sector', platform says

clock 11 August 2016 • 4 min read

Companies

Old Mutual Wealth acquires £250m Beaumont Robinson

Deal adds 850 clients to Old Mutual’s advice arm

clock 08 August 2016 • 1 min read

Companies

Gee & Watson continues growth with latest acquisition

Creates Merseyside's ‘second largest' advice business

clock 03 August 2016 • 1 min read

Protection

Consolidator Chase Templeton buys specialist advice firm

Third deal in 2016 for consolidation outfit

clock 16 February 2016 • 1 min read

Your profession

AFH extends fundraising drive as investment nears £2m

Financial planning and investment management firm AFH has secured £1.9m from investors through unsecured notes and extended its deadline to meet further demand from self-invested personal pension holders.

clock 16 December 2014 •

Your profession

The hunted: Fresh trends in adviser acquisitions

The hunted: Fresh trends in adviser acquisitions

clock 23 October 2014 •

Your profession

Sale price for adviser firms almost doubles in a year

The average sale price for adviser businesses has almost doubled in the last 12 months, according to figures on firms sold through broker Retiring IFA, and now stands at £693,425.

clock 17 September 2014 •