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October 29, 2019
Published by Jess on October 29, 2019
Categories
  • Market Updates

Bristol based financial advice firm Clifton Asset Management has acquired Southsea based Leonard Gold Financial Management 

Advice firm Clifton Asset Management has acquired Leonard Gold Financial Management as part of its drive to grow a network of appointed representatives.
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October 29, 2019
Published by Jess on October 29, 2019
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  • Market Updates

Financial planner Tenet has bought Forth Financial Services, a financial advisory business headquartered in Edinburgh.

Financial planner Tenet has bought Forth Financial Services, a financial advisory business headquartered in Edinburgh.
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October 29, 2019
Published by Jess on October 29, 2019
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  • Market Updates

Sanlam UK has expanded its northern hub with the purchase of a 55% stake in Avidus Scott Lang, an IFA based in Sale, Cheshire.

Sanlam UK has bought a majority stake in independent financial planning business Avidus Scott Lang (ASL), an appointed representative of Best Practice IFA.
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October 29, 2019
Published by Jess on October 29, 2019
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  • Market Updates

Kingswood Holdings has acquired WFI Financial, a financial planner based in Sheffield, in a transaction worth up to £14m.

Kingswood Holdings Limited, an integrated wealth management group, has acquired the business and assets of WFI Financial (WFI), an independent regional financial planning business based in Sheffield.
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October 29, 2019
Published by Jess on October 29, 2019
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  • Market Updates

Fairstone Group, one of the UKs largest Chartered Financial Planning firms has entered into an agreement to buy Yorkshire-based Lofthouse Gate.

Fairstone Group has entered into an agreement to buy Yorkshire-based Lofthouse Gate.
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October 29, 2019
Published by Jess on October 29, 2019
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  • Market Updates

An appointed representative of Quilter, Fiscal Wealth Planning, has purchased the client database of BlackStar Wealth Management

The client bank of a collapsed advice firm facing a flood of complaints has been bought by an adviser in the Quilter Financial Planning network.
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October 29, 2019
Published by Jess on October 29, 2019
Categories
  • Market Updates

Succession Wealth has acquired Investors Planning Associates (IPA), the national financial advisory firm with almost £500m (FUM).

Succession Wealth, the independent UK wealth management and financial planning firm, has today announced its acquisition of Investors Planning Associates Ltd (IPA), the national financial advisory firm with almost £500m funds under management (FUM).
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October 29, 2019
Published by Jess on October 29, 2019
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  • Market Updates

Tatton Asset Management has acquired Tenet subsidiary Sinfonia Asset Management, bringing £135m AUM in five risk targeted funds to Tatton 

Tatton Asset Management plc (AIM: TAM), the on-platform discretionary fund management (DFM) and IFA support services business, is pleased to announce the recent acquisition of the entire issued share capital of Sinfonia Asset Management Limited (SAM)
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October 29, 2019
Published by Jess on October 29, 2019
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  • Market Updates

The Private Office (TPO) has acquired London based multi award winning Chartered Financial Planners John Lamb Wealth Management

Leeds champion The Private Office (TPO) has acquired financial planning firm John Lamb Wealth Management, taking its assets under management to £1.3 billion.
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