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

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
Lloyds Banking Group to acquire Cavendish Online

Protection

Lloyds Banking Group to acquire Cavendish Online

Deal valued at £12m

clock 16 June 2022 • 2 min read
Brooks Macdonald acquires Warwickshire-based IFA

Your Business

Brooks Macdonald acquires Warwickshire-based IFA

Paid in two tranches

clock 23 May 2022 • 2 min read
Tavistock acquires financial research firm Hummingbird from LEBC

Your Business

Tavistock acquires financial research firm Hummingbird from LEBC

Deal set at £3m

clock 23 May 2022 • 1 min read
567
  • 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