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
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • 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
  • Inheritance Tax
  • Events
  • About

    Authors

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

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    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

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
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
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