consolidation

'In a people business, cultural integration is key to preserving client trust, adviser continuity and value'

What should owners be thinking about when considering the sale of a financial services business?

How buy-and-build execution is changing

'Clients need to be brought along on the journey'

Four distinct operating models shaping acquisition strategies have emerged

Swann Financial deal brings Eight Financial Advice’s AUM to £4.5bn

Growth alone is no longer enough

A shift from acquisition strategy to integration capability

Deals rose from 50 to 133 between 2020 and 2025

‘The era of buying advice firms simply for scale is well and truly over’