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acquisitions

Succession Wealth snaps up True Wealth Group adding £1.1bn in assets

Companies

Succession Wealth snaps up True Wealth Group adding £1.1bn in assets

The firm’s first entry into Northern Ireland

clock 18 November 2024 • 2 min read
ASH Group sells national advice business Lync Wealth Management

Companies

ASH Group sells national advice business Lync Wealth Management

Lync has bought seven firms that manage a total of £500m

clock 06 November 2024 • 1 min read
One Four Nine Group makes first advice firm buy of 2024

Companies

One Four Nine Group makes first advice firm buy of 2024

National IFA has snapped up Nottingham-based Castlegate Capital

clock 06 November 2024 • 2 min read
Perspective hits 100th acquisition with latest clutch of deals

Companies

Perspective hits 100th acquisition with latest clutch of deals

Confirmed completion of nine further IFA businesses

clock 05 November 2024 • 1 min read
Brooks Macdonald buys financial planning firm

Your Business

Brooks Macdonald buys financial planning firm

Acquisition adds around 500 clients

clock 05 November 2024 • 2 min read
Budget M&A impact: 'We completed three deals' the day before

Your Business

Budget M&A impact: 'We completed three deals' the day before

Advice firms pushed to get deals in before 30 October CGT changes

clock 31 October 2024 • 3 min read
Foster Denovo snaps up Leicestershire-based advice firm

Companies

Foster Denovo snaps up Leicestershire-based advice firm

80Twenty brings in more than half a billion of funds under management

clock 29 October 2024 • 2 min read
Titan Wealth acquires Channel Islands-based wealth manager

Companies

Titan Wealth acquires Channel Islands-based wealth manager

Bought Ravenscroft Investments operating in Guernsey and Jersey

clock 24 October 2024 • 2 min read
Perspective signs four acquisition deals adding £350m

Your profession

Perspective signs four acquisition deals adding £350m

Consolidation group adds offices in Ipswich and Amersham

clock 16 October 2024 • 1 min read
Loyal North completes double IFA firm acquisition adding £56m

Your profession

Loyal North completes double IFA firm acquisition adding £56m

Buys IF Wealth and Powell Financial Planning

clock 17 September 2024 • 2 min read
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