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acquisitions

Jersey-based Oakglen Wealth snaps up local firm HBFS

Companies

Jersey-based Oakglen Wealth snaps up local firm HBFS

Clients gain access to ‘comprehensive financial and retirement planning’

clock 10 June 2025 • 2 min read
Loyal North snaps up client books of two retiring advisers

Companies

Loyal North snaps up client books of two retiring advisers

Acquires Blue House Financial Services and Lewins Investments

clock 09 June 2025 • 1 min read
AAB Wealth acquires planning firm Magus Wealth

Companies

AAB Wealth acquires planning firm Magus Wealth

Adding £650m in assets

clock 14 April 2025 • 2 min read
Westerby Group snaps up pension provider and IFA Redswan

Companies

Westerby Group snaps up pension provider and IFA Redswan

SIPP and SASS trust companies also acquired

clock 11 April 2025 • 2 min read
Newcastle Financial Advisers acquires retiring couple's planning firm

Companies

Newcastle Financial Advisers acquires retiring couple's planning firm

Advice firm has snapped up County Durham-based Orchard Financial Management

clock 10 April 2025 • 2 min read
IFA buyout deal pace slows while transaction value increases - NextWealth

Your profession

IFA buyout deal pace slows while transaction value increases - NextWealth

More consolidation of consolidators predicted

clock 03 April 2025 • 2 min read
Private equity cash ensures IFA M&A 'boom' continues

Your Business

Private equity cash ensures IFA M&A 'boom' continues

Deals continue despite economic and regulatory headwinds

clock 02 April 2025 • 2 min read
Wealthtime acquires Craven Street Wealth under Quanta Group rebrand

Companies

Wealthtime acquires Craven Street Wealth under Quanta Group rebrand

Platform Wealthtime and DFM Copia Capital become Quanta Group

clock 28 March 2025 • 2 min read
Foster Denovo CEO Brosch: Other consolidators get it 'wrong' on people

Your Business

Foster Denovo CEO Brosch: Other consolidators get it 'wrong' on people

Advice firm targets ‘another three to five’ deals this year

clock 27 March 2025 • 2 min read
Shackleton adds £200m in assets with PK Financial Planning buy

Your profession

Shackleton adds £200m in assets with PK Financial Planning buy

Acquires financial planning, employee benefits and DFM businesses

clock 27 March 2025 • 1 min read
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