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

Mattioli Woods has acquired Belfast based SSAS Solutions

Mattioli Woods has acquired Belfast-based SSAS Solutions. The deal will cost Mattioli up to £4m.
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April 29, 2019
Published by Jess on April 29, 2019
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  • Market Updates

Standard Life advice arm 1825 acquires BDO Northern Ireland

Standard Life Aberdeen advice business 1825 has acquired the wealth management arm of BDO Northern Ireland. 
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April 29, 2019
Published by Jess on April 29, 2019
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  • Market Updates

St James’s Place have acquired Dublin based Harvest Financial

The Irish pensions and investment firm Harvest Financial Services has been acquired by the UK’s St. James’s Place Wealth Management Group (SJP) in a deal to extend discretionary fund management to Ireland.
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March 7, 2019
Published by Jess on March 7, 2019
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  • Market Updates

Punter Southall Aspire Acquires Coleman Financial Services

Punter Southall Aspire has bought Coleman Financial Services
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March 7, 2019
Published by Jess on March 7, 2019
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  • Market Updates

Foster Denovo Group Acquires Orchard Wealth Cultivation

The Foster Denovo Group confirms the acquisition of Orchard Wealth Cultivation.
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March 7, 2019
Published by Jess on March 7, 2019
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  • Market Updates

Perspective Financial Group Acquires Investment Principles as 33rd Acquisition Since Founded

Perspective has bought Investment Principles in the North West of England The acquisition has been announced less than a month after Perspective’s acquisition of Galloway Whitfield (Life & Pensions).
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March 7, 2019
Published by Jess on March 7, 2019
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Marlborough Holdings Group Acquires 19.9% Stake in Continuum Financial Services

Marlborough Holdings Group has acquired a 19.9 per cent stake in a national IFA Continuum Financial Services for an undisclosed sum.
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March 7, 2019
Published by Jess on March 7, 2019
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  • Market Updates

Perspective Financial Group Acquires Galloway Whittfield (Life & Pensions)

Consolidator Perspective Financial Group has made its first acquisition of 2019 with the purchase of Newcastle upon Tyne-based IFA Galloway Whitfield (Life & Pensions)
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March 7, 2019
Published by Jess on March 7, 2019
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  • Market Updates

Progeny Acquires Two More Advice Businesses

National advice and wealth management firm Progeny has continued its acquisition spree by buying two more advice businesses
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