October 29, 2019
Advice firm Clifton Asset Management has acquired Leonard Gold Financial Management as part of its drive to grow a network of appointed representatives.
October 29, 2019
Financial planner Tenet has bought Forth Financial Services, a financial advisory business headquartered in Edinburgh.
October 29, 2019
Sanlam UK has bought a majority stake in independent financial planning business Avidus Scott Lang (ASL), an appointed representative of Best Practice IFA.
October 29, 2019
Kingswood Holdings Limited, an integrated wealth management group, has acquired the business and assets of WFI Financial (WFI), an independent regional financial planning business based in Sheffield.
October 29, 2019
Fairstone Group has entered into an agreement to buy Yorkshire-based Lofthouse Gate.
October 29, 2019
The client bank of a collapsed advice firm facing a flood of complaints has been bought by an adviser in the Quilter Financial Planning network.
October 29, 2019
Succession Wealth, the independent UK wealth management and financial planning firm, has today announced its acquisition of Investors Planning Associates Ltd (IPA), the national financial advisory firm with almost £500m funds under management (FUM).
October 29, 2019
Tatton Asset Management plc (AIM: TAM), the on-platform discretionary fund management (DFM) and IFA support services business, is pleased to announce the recent acquisition of the entire issued share capital of Sinfonia Asset Management Limited (SAM)
October 29, 2019
Leeds champion The Private Office (TPO) has acquired financial planning firm John Lamb Wealth Management, taking its assets under management to £1.3 billion.