March 7, 2019
Harwood Wealth Management acquired Somerset-based Castleton Financial Planning - a deal worth up to £1.6 million.
March 7, 2019
Acquiring the companies, Freedom Financial Planning and Stephen Spires Financial Consultants, will add around £130m in AUA to the national advice business.
March 7, 2019
Progeny Group has bought Scottish-based Innovate Financial Services to form the base of its planned Scottish expansion
March 7, 2019
Wealth Management Group Kingswood has bought an Oxfordshire based financial advice firm for £3.3m.