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acquisition

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
Radiant Financial Group acquires Doncaster-based IFA

Your Business

Radiant Financial Group acquires Doncaster-based IFA

Radiant’s first transaction in Yorkshire, with plans to expand in the region

clock 02 February 2023 • 2 min read
Nucleus announces acquisition of Curtis Banks Group for £242m

Platforms

Nucleus announces acquisition of Curtis Banks Group for £242m

Deal aims to create the UK’s leading platform exclusively for advisers

clock 06 January 2023 • 2 min read
PE-backed Skerritts purchases Kent-based advice firm

Your profession

PE-backed Skerritts purchases Kent-based advice firm

‘As part of our strategic plans to increase our presence in the South East’

clock 05 January 2023 • 2 min read
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