October 29, 2019Published by Jess on October 29, 2019Categories Market UpdatesAscot Lloyd has added £415 million of assets with the acquisition of two advice firms – Prest Financial Planning & QS Financial IFA firm Ascot Lloyd has agreed to acquire UK-based Prest Financial Planning and QS Financial.
October 29, 2019Published by Jess on October 29, 2019Categories Market UpdatesAIM-listed Consolidator AFH Financial Group has acquired Wirral-based advice firm Broadleaf Financial Services for £3.2 million.AFH announced the purchase of Broadleaf Financial Services Limited that would add £140m in funds under management to its business.
June 25, 2019Published by Jess on June 25, 2019Categories Market UpdatesQuilter acquire 3 South East of England advisory firmsQuilter acquire 3 South East of England advisory firms
June 25, 2019Published by Jess on June 25, 2019Categories Market UpdatesSuccession Wealth gains £800m in assets with acquisition dealsSuccession Wealth has bought several financial advice businesses adding £800m in assets under management.
June 25, 2019Published by Jess on June 25, 2019Categories Market UpdatesQuilter completes £46m Lighthouse dealQuilter completes £46m Lighthouse deal.
June 25, 2019Published by Jess on June 25, 2019Categories Market UpdatesPerspective Financial Group has acquired South London-based Thornton Springer Financial Services, creating a new London outpost for the firm.Perspective Financial Group has acquired South London-based Thornton Springer Financial Services, creating a new London outpost for the firm.
June 25, 2019Published by Jess on June 25, 2019Categories Market UpdatesFairstone secures £200m FUM with Leicester purchaseNational advice firm Fairstone has acquired IFA firm Brett & Randall Financial Services.
June 25, 2019Published by Jess on June 25, 2019Categories Market UpdatesRoyal London has sold it defined benefit (DB) pension consulting and administration service to XPS Pensions for £4.8 millionRoyal London has sold its defined benefit (DB) pension consulting and administration service to XPS Pensions for £4.8 million.
April 29, 2019Published by Jess on April 29, 2019Categories Market UpdatesQuilter buys 400 adviser-strong Lighthouse Group for £42mLife company and advice giant Quilter has agreed a deal with Lighthouse to buy the firm for £42.2m.