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succession planning

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
Perspective acquires £115m firm; unveils four done deals for 2023

Your Business

Perspective acquires £115m firm; unveils four done deals for 2023

The acquisition of Hunter & Co is the national’s 12th deal this year

clock 15 December 2022 • 2 min read
Wren Sterling bolsters client assets by £270m in latest acquisition

Your Business

Wren Sterling bolsters client assets by £270m in latest acquisition

National IFA buys Knutsford-based firm Morfitt & Turnbull

clock 08 December 2022 • 1 min read
Mapping it out: Making a success of succession planning

Your Business

Mapping it out: Making a success of succession planning

Explore all the options when picking an exit strategy

clock 15 November 2022 • 4 min read
PA360 North: Only 12% of firms have a succession plan

Your Business

PA360 North: Only 12% of firms have a succession plan

‘Actually start thinking and documenting your thoughts’

clock 05 October 2022 • 2 min read
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