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March 7, 2019
Published by Jess on March 7, 2019
Categories
  • Market Updates

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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March 7, 2019
Published by Jess on March 7, 2019
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  • Market Updates

Harwood Wealth Management Acquires Castleton Financial Planning for £1.6m

Harwood Wealth Management acquired Somerset-based Castleton Financial Planning - a deal worth up to £1.6 million.
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March 7, 2019
Published by Jess on March 7, 2019
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  • Market Updates

Quilter Private Client Advisers Makes £130m in Double Acquisition

Acquiring the companies, Freedom Financial Planning and Stephen Spires Financial Consultants, will add around £130m in AUA to the national advice business.
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March 7, 2019
Published by Jess on March 7, 2019
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  • Market Updates

Progeny Group acquires Innovate Financial Services

Progeny Group has bought Scottish-based Innovate Financial Services to form the base of its planned Scottish expansion
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March 7, 2019
Published by Jess on March 7, 2019
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Kingswood Holdings Ltd Acquires Thomas & Co Financial Services

Wealth Management Group Kingswood has bought an Oxfordshire based financial advice firm for £3.3m.
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