acquisitions

Major expansion in Scotland

Acquires Platinum Independent Financial Services

Carleton Financial Planning and RJ Savage Asset Management

'But as ever, beware the small print'

Deals announced in Q2 2026

Adds £134m AUA

Completed 13 acquisitions in first half of 2026

Takes assets under advice to £140bn

Swann Financial deal brings Eight Financial Advice’s AUM to £4.5bn

An ‘exciting step forward’ for the business