acquisitions

Lift founder Holden to lead financial planning business

Looking to snap up and merge firm as part of its ‘project Canaries’

Nucleus’ buy of Third Financial tops the table

Advisa is based in Jersey

Latest transactions added £375m in assets

Scheme operated around 5,500 SIPPs

Marks the firm’s seventh acquisition in just over a year

Brings Titan Wealth’s AUM to approximately £35bn

Bought Buckinghamshire-based The Martin Cliffe Practice

To be a ‘more significant’ asset manager