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M&A

BRI Wealth Management buys West Midlands IFA

Companies

BRI Wealth Management buys West Midlands IFA

Adds about £50m of client assets

clock 17 March 2026 • 2 min read
Taskforce launched to 'raise' financial planning exit standards

Your Business

Taskforce launched to 'raise' financial planning exit standards

The Succession Alliance

clock 05 March 2026 • 3 min read
Brooks Macdonald 'reviewing' further financial planning M&A opportunities

Companies

Brooks Macdonald 'reviewing' further financial planning M&A opportunities

Gets H1 financial planning revenue boost but profit slides

clock 24 February 2026 • 3 min read
Söderberg enters UK HNW space

Your Business

Söderberg enters UK HNW space

Through Artorius Wealth Management investment

clock 09 February 2026 • 2 min read
News editor's view: Advice firm valuations - are we at the peak?

Your Business

News editor's view: Advice firm valuations - are we at the peak?

The news editor's Friday Night Takeaway from 6 February

clock 06 February 2026 • 3 min read
Wren Sterling strikes first deal of 2026

Your Business

Wren Sterling strikes first deal of 2026

Buys Gloucester-based Brunsdon Financial

clock 30 January 2026 • 2 min read
Corbel Partners secures £10m to fund major five-year acquisition programme

Your Business

Corbel Partners secures £10m to fund major five-year acquisition programme

Backing from Beechbrook Capital

clock 14 January 2026 • 2 min read
UK financial services M&A value doubles to £38bn

Companies

UK financial services M&A value doubles to £38bn

Driven by resurgence in deals worth more than £1bn

clock 07 January 2026 • 2 min read
Trian and General Catalyst to purchase Janus Henderson for $7.4bn

Investment

Trian and General Catalyst to purchase Janus Henderson for $7.4bn

Will continue to be led by current management team

clock 23 December 2025 • 2 min read
Titan Wealth buys Bath IFA

Your Business

Titan Wealth buys Bath IFA

Adds around 3,000 clients

clock 10 December 2025 • 2 min read
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