professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

acquisition

7IM snaps up City-based advice firm bringing AUM to £22bn

Companies

7IM snaps up City-based advice firm bringing AUM to £22bn

First acquisition following 7IM’s £255m sale to Canadian pension fund

clock 11 December 2023 • 1 min read
Fintel reveals £3.5m acquisition of Synaptic Software

Your profession

Fintel reveals £3.5m acquisition of Synaptic Software

The acquisition is through Fintel IQ, the business’ tech platform

clock 05 December 2023 • 1 min read
Titan Wealth acquires Bristol-based advice firm adding £4bn AUM

Companies

Titan Wealth acquires Bristol-based advice firm adding £4bn AUM

Derek Miles will become CEO of Titan Wealth's financial planning division

clock 13 November 2023 • 1 min read
Fairstone continues expansion strategy with two more buys

Companies

Fairstone continues expansion strategy with two more buys

The firm has expanded into County Durham, Wales and Hampshire

clock 02 November 2023 • 1 min read
Titan Wealth AUM tops £12.6bn after advice firm acquisition

Companies

Titan Wealth AUM tops £12.6bn after advice firm acquisition

Prism Financial Advice has a team of 17 IFAs and more than £630m AUA

clock 11 October 2023 • 1 min read
Loyal North adds £40m in client funds with buy out of Norfolk adviser

Your profession

Loyal North adds £40m in client funds with buy out of Norfolk adviser

The deal aims to help Loyal North expand in east of England

clock 31 August 2023 • 1 min read
Loyal North adds £40m in client funds with buy out of Kent advice firm

Your profession

Loyal North adds £40m in client funds with buy out of Kent advice firm

The deal aims to help Loyal North expand in the South East

clock 23 August 2023 • 1 min read
George Square acquires rival Nottingham adviser firm Taylor McGill

Your profession

George Square acquires rival Nottingham adviser firm Taylor McGill

The firm expands its client base with the new acquisition

clock 02 August 2023 • 1 min read
Wren Sterling expands Northern reach as it acquires Callisto Wealth

Your profession

Wren Sterling expands Northern reach as it acquires Callisto Wealth

Strategic move to bolster Wren Sterling's position in the wealth management sector

clock 02 June 2023 • 1 min read
Fairstone acquires MT Financial Management in latest acquisition deal

Your profession

Fairstone acquires MT Financial Management in latest acquisition deal

MT Financial Management is based in Spalding, Lincs

clock 06 March 2023 • 2 min read
345
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=acquisition