M&A
Companies
National advice firm Fairstone has acquired Market Deeping-based IFA Zimb Johnson Bespoke Financial Planning, adding £135m to its assets under management (AUM).
30 November 2015
•
Your profession
Should product providers and asset managers enter the advice market?
17 September 2015
•
Your profession
Adviser consolidator Attivo has acquired its seventh firm this year with 180-active-client IFA C R Toogood Financial Planning.
15 September 2015
•
Your profession
Wealth manager Mattioli Woods has bought advice firm Taylor Patterson for £8.3m, adding a further £640m to its £5.4bn of client assets.
09 September 2015
•
Your profession
Investment and advice group Tilney Bestinvest has bought financial planning firm Webb Holton & Associates, fueling its countrywide expansion drive.
26 August 2015
•
Your profession
Consolidator Succession Group has acquired two advice firms from its membership pool for a combined £7m.
25 August 2015
•
Your profession
The wealth planning arm of Sanlam UK has acquired the client bank of Chartered financial planning firm FA Watts Investment Managers.
11 August 2015
•
Your profession
IFA consolidator AFH Financial has bought Davisons Financial Management for a total of £2.9m.
06 August 2015
•
