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succession planning

ValidPath CEO warns IFAs are delaying succession planning too long

Your Business

ValidPath CEO warns IFAs are delaying succession planning too long

‘You'll have far more likelihood to be able to sell on your terms if you plan early’

clock 17 March 2025 • 4 min read
Can you teach an adviser soft skills?

Investing in the profession

Can you teach an adviser soft skills?

The challenge of stepping up for fresh talent

clock 25 July 2024 • 4 min read
Fairstone hits 55 office locations after buying up Kent advice firm

Your profession

Fairstone hits 55 office locations after buying up Kent advice firm

Deal signed for Goodman Chartered Financial Planners in Tunbridge Wells

clock 13 December 2023 • 1 min read
MKC Wealth signs former Tenet firm as part of double deal

Your profession

MKC Wealth signs former Tenet firm as part of double deal

Crescent Independent and clients of Bury IFA acquired for undisclosed sum

clock 12 December 2023 • 1 min read
Fairstone adds £1.5bn of assets with buy out of West Midlands firm

Your profession

Fairstone adds £1.5bn of assets with buy out of West Midlands firm

Fairstone will provide centralised resource, technology, and capital to Prosperity Wealth

clock 12 July 2023 • 1 min read
HFMC Wealth inks £350m deal for London firm Weston Cummins

Your profession

HFMC Wealth inks £350m deal for London firm Weston Cummins

Acquisition follows a £145m January deal for a City of London adviser 

clock 04 July 2023 • 1 min read
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
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