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succession planning

Perspective inks further four acquisitions and hits carbon neutrality

Your profession

Perspective inks further four acquisitions and hits carbon neutrality

Firms bought up in Cambridgeshire, Yorkshire and Buckinghamshire

clock 21 June 2023 • 1 min read
Evelyn Partners buys up boutique City of London firm Dart Capital

Your profession

Evelyn Partners buys up boutique City of London firm Dart Capital

Transaction is set to complete later this year after regulatory green light

clock 12 June 2023 • 1 min read
Mattioli Woods buys Northern Ireland advice firm Doherty for £15m

Your Business

Mattioli Woods buys Northern Ireland advice firm Doherty for £15m

Wealth manager to pay an initial consideration of £8.78m

clock 21 April 2023 • 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
Wren Sterling confirms acquisition deal for Scottish advice firm

Your Business

Wren Sterling confirms acquisition deal for Scottish advice firm

Active Wealth Management will join the national’s existing Glasgow office

clock 22 March 2023 • 1 min read
Perspective inks three acquisition deals and locks in eleven more

Your Business

Perspective inks three acquisition deals and locks in eleven more

Three firms in Huddersfield, Cardiff and Whitstable snapped up

clock 20 March 2023 • 1 min read
Craven Street Wealth acquires Bernard Barrett Associates

Income

Craven Street Wealth acquires Bernard Barrett Associates

Deal with £1.25bn comes after last year’s acquisition of Tarvos Wealth

clock 03 March 2023 • 1 min read
Wren Sterling finalises acquisition of advice firm in Warwickshire

Your Business

Wren Sterling finalises acquisition of advice firm in Warwickshire

Deal first announced in October adds £250m to national IFA’s books

clock 14 February 2023 • 1 min read
HFMC Wealth acquires R&S Financial Planning in deal worth £145m

Your Business

HFMC Wealth acquires R&S Financial Planning in deal worth £145m

HFMC to welcome new clients with average portfolio size of £1.2m

clock 17 January 2023 • 2 min read
Titan Wealth acquires £750m AUA Kettering IFA in first deal of 2023

Your Business

Titan Wealth acquires £750m AUA Kettering IFA in first deal of 2023

Advice firm Telford Mann Pensions & Investments bought by consolidator

clock 03 January 2023 • 1 min read
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