acquisitions

The deal comes after the group’s strategic review last August

Aims to expand its network’s offering to high-net-worth individuals

First advisory firm purchase of 2024 for national financial planner

In Partnership buys two paraplanning and administration support providers

What is driving private equity interest?

Latest deal as part of the Chartered firm’s ‘buy and build’ strategy

Simon Aucott sells his firm to Staffordshire-based IFA Bank House

Third Financial brings £6bn AUA and over 50 clients to Nucleus

Deal takes total assets under management to £9bn

Finli Group, formerly Solomon Capital Holdings, completes 15th deal