Clifton Asset Management

Deal Dive: PE-backed firms drive M&A boom in March

Your Business

Deal Dive: PE-backed firms drive M&A boom in March

Your regular IFA M&A round-up

clock 02 April 2025 • 3 min read
Clifton completes PE backing deal with CBPE and makes seven acquisitions

Companies

Clifton completes PE backing deal with CBPE and makes seven acquisitions

Went through end of February as Clifton snaps up seven advice businesses

clock 10 March 2025 • 4 min read
SIPP transfers from failed Hartley Pensions headed to Morgan Lloyd

Pensions

SIPP transfers from failed Hartley Pensions headed to Morgan Lloyd

Administrators UHY Hacker Young name firm as nominated operator

clock 13 June 2024 • 2 min read
Clifton AM acquires GB Financial Services and reaches £1.2bn in AUM

Your profession

Clifton AM acquires GB Financial Services and reaches £1.2bn in AUM

Acquisition represents the fourth for the firm in nine months

clock 03 April 2023 • 1 min read
Restricted firm says model 'reduces friction' in advice giving process

Technology

Restricted firm says model 'reduces friction' in advice giving process

Bristol firm says efficiencies ‘outweigh benefits of being independent’

clock 13 February 2023 • 2 min read
Clifton AM acquires Caerphilly-based Mark Phillips

Your Business

Clifton AM acquires Caerphilly-based Mark Phillips

Third acquisition in 2022 boosts the firm’s AUM to over £1bn

clock 10 October 2022 • 2 min read
Clifton AM acquires Aberdeen adviser firm

Your Business

Clifton AM acquires Aberdeen adviser firm

£860m AUM

clock 18 July 2022 • 2 min read

Your profession

Clifton Wealth Partnership adds Hunt Financial Planning as AR

Specialises in large estates

clock 16 February 2021 • 1 min read

Companies

Clifton AM to acquire Portsmouth advice firm

In talks with 13 firms

clock 30 September 2019 • 2 min read

Your profession

Clifton Asset Management in talks on 15 more adviser acquisitions

'Fairly developed pipeline'

clock 05 July 2019 • 2 min read