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acquisition

Milecross Financial acquires Dundee firm with £30m of assets

Your profession

Milecross Financial acquires Dundee firm with £30m of assets

The firm is on an acquisition spree as it plans to buy ‘several’ firms this year

clock 13 May 2024 • 1 min read
MWA Financial acquires Kent advice firm adding £100m in assets

Companies

MWA Financial acquires Kent advice firm adding £100m in assets

First deal since the firm received PE backing from Coniston Capital

clock 02 May 2024 • 1 min read
Foresight Wealth buys Burnley-based IFA, adding £120m in assets

Your profession

Foresight Wealth buys Burnley-based IFA, adding £120m in assets

The purchase includes taking over Cassons’ existing Burnley offices

clock 30 April 2024 • 1 min read
Fairstone makes first advice firm buy of 2024 adding £110m in assets

Companies

Fairstone makes first advice firm buy of 2024 adding £110m in assets

Consolidator acquires Nottingham-based James Ryan Thornhill

clock 26 March 2024 • 1 min read
7IM snaps up £430m Solihull firm as it continues to expand

Your profession

7IM snaps up £430m Solihull firm as it continues to expand

The acquisition is part of the firm’s plans to widen its UK footprint

clock 20 March 2024 • 1 min read
Fintel eyes further M&A this year as it invests 'heavily' into the firm

Your profession

Fintel eyes further M&A this year as it invests 'heavily' into the firm

'It is going to be a good year for financial advisers’

clock 20 March 2024 • 1 min read
The Penny Group acquires Midlands-based HNW advice firm

Companies

The Penny Group acquires Midlands-based HNW advice firm

Latest deal as part of the Chartered firm’s ‘buy and build’ strategy

clock 12 March 2024 • 2 min read
Nucleus removes exit fees for Curtis Banks SIPP clients

Your profession

Nucleus removes exit fees for Curtis Banks SIPP clients

The adviser platform expects clients to save £5m with this move in 2024

clock 31 January 2024 • 1 min read
Close Brothers AM buys Dorset-based IFA adding £220m in assets

Companies

Close Brothers AM buys Dorset-based IFA adding £220m in assets

The wealth manager’s purchase of Bottriell Adams is subject to approval

clock 13 December 2023 • 1 min read
Benchmark acquires West Sussex IFA adding £111m in client assets

Your profession

Benchmark acquires West Sussex IFA adding £111m in client assets

Champain is appointed representative of Benchmark's advice network

clock 12 December 2023 • 1 min read
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