M&A

Companies

Bellpenny to launch independent financial adviser

Following acquisition of EFG IFA

clock 17 January 2017 • 1 min read

Companies

Succession hits 30 acquisitions mark

Group aims for 50 firms by 2018

clock 19 December 2016 • 1 min read

Companies

Brewin Dolphin to acquire Duncan Lawrie Asset Management

To complete in first half of 2017

clock 19 December 2016 • 2 min read

Companies

Fairstone completes second acquisition in a fortnight

Adds £53m of funds

clock 13 December 2016 • 1 min read

Industry voice

UK small-cap view: Lower valuations could drive M&A activity

Architas advent calendar – 12 December

clock 12 December 2016 • 4 min read

Companies

AFH acquires David Rushton Associates for £298,000

Adds £16.5m funds under management

clock 07 December 2016 • 1 min read

Companies

Edgewater Associates buys rival Isle of Man IFA for £1.7m

Clients represent 13% of island's population

clock 25 November 2016 • 1 min read

Tax planning

PPS Chartered Accountants teams with tax adviser in expansion push

Firm wants to enhance personal tax service

clock 24 November 2016 • 1 min read

Companies

Tavistock to acquire Price Bailey IFA for £3.6m

Deal adds £166m FUM to the group

clock 23 November 2016 • 2 min read

Companies

Fairstone Group to add £30m FUM with Bankfield deal

Full acquisition planned after integration period

clock 15 November 2016 • 1 min read