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

Ascot 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.
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October 29, 2019
Published by Jess on October 29, 2019
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  • Market Updates

AIM-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.
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June 25, 2019
Published by Jess on June 25, 2019
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  • Market Updates

Quilter acquire 3 South East of England advisory firms

Quilter acquire 3 South East of England advisory firms
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June 25, 2019
Published by Jess on June 25, 2019
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Succession Wealth gains £800m in assets with acquisition deals

Succession Wealth has bought several financial advice businesses adding £800m in assets under management.
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June 25, 2019
Published by Jess on June 25, 2019
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  • Market Updates

Quilter completes £46m Lighthouse deal

Quilter completes £46m Lighthouse deal.
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June 25, 2019
Published by Jess on June 25, 2019
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  • Market Updates

Perspective 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.
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June 25, 2019
Published by Jess on June 25, 2019
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Fairstone secures £200m FUM with Leicester purchase

National advice firm Fairstone has acquired IFA firm Brett & Randall Financial Services.
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June 25, 2019
Published by Jess on June 25, 2019
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Royal London has sold it defined benefit (DB) pension consulting and administration service to XPS Pensions for £4.8 million

Royal London has sold its defined benefit (DB) pension consulting and administration service to XPS Pensions for £4.8 million.
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April 29, 2019
Published by Jess on April 29, 2019
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  • Market Updates

Quilter buys 400 adviser-strong Lighthouse Group for £42m

Life company and advice giant Quilter has agreed a deal with Lighthouse to buy the firm for £42.2m.
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