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acquisition

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
Progeny acquires Lewis Brownlee Financial Services

Your profession

Progeny acquires Lewis Brownlee Financial Services

Latest acquisition takes the firm’s AUM to nearly £7bn

clock 22 November 2022 • 2 min read
Advanta Solutions adds £150m AUM with fourth acquisition of 2022

Your Business

Advanta Solutions adds £150m AUM with fourth acquisition of 2022

London-based advice firm acquired for undisclosed sum

clock 17 October 2022 • 2 min read
PA360 North: Only 12% of firms have a succession plan

Your Business

PA360 North: Only 12% of firms have a succession plan

‘Actually start thinking and documenting your thoughts’

clock 05 October 2022 • 2 min read
Tatton AM completes £7m acquisition of 8AM Global

Investment

Tatton AM completes £7m acquisition of 8AM Global

Follows record year for flows

clock 15 August 2022 • 1 min read
Clifton AM acquires Aberdeen adviser firm

Your Business

Clifton AM acquires Aberdeen adviser firm

£860m AUM

clock 18 July 2022 • 2 min read
Private equity-backed Progeny to acquire Edinburgh adviser

Your Business

Private equity-backed Progeny to acquire Edinburgh adviser

Scottish expansion

clock 11 July 2022 • 2 min read
PE-backed firm led by ex-Quilter FP boss to acquire Beaufort Group

Your Business

PE-backed firm led by ex-Quilter FP boss to acquire Beaufort Group

Buy-and-build strategy

clock 20 June 2022 • 2 min read
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