Mergers & Acquisitions

Market Updates

E very IFA / advisory firm is unique, as individual as it's service proposition, business model and client portfolio. No two firms are the same - vendor or acquirer. For that reason all deals are bespoke in form and structure. Commonly applied market valuation metrics ensure commercial viability, subject to the usual checks, balances and legal contract. We make sure of that, but never forgetting the most important element - your clients. 

Set out below are examples of recent transactions within this specialist sector.

April 29, 2019

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.
April 29, 2019

Mattioli Woods has acquired Belfast based SSAS Solutions

Mattioli Woods has acquired Belfast-based SSAS Solutions. The deal will cost Mattioli up to £4m.
April 29, 2019

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. 
April 29, 2019

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.
March 7, 2019

Punter Southall Aspire Acquires Coleman Financial Services

Punter Southall Aspire has bought Coleman Financial Services
March 7, 2019

Foster Denovo Group Acquires Orchard Wealth Cultivation

The Foster Denovo Group confirms the acquisition of Orchard Wealth Cultivation.
March 7, 2019

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).
March 7, 2019

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.
March 7, 2019

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)
March 7, 2019

Progeny Acquires Two More Advice Businesses

National advice and wealth management firm Progeny has continued its acquisition spree by buying two more advice businesses
March 7, 2019

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.
March 7, 2019

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.
March 7, 2019

Progeny Group acquires Innovate Financial Services

Progeny Group has bought Scottish-based Innovate Financial Services to form the base of its planned Scottish expansion
March 7, 2019

Kingswood Holdings Ltd Acquires Thomas & Co Financial Services

Wealth Management Group Kingswood has bought an Oxfordshire based financial advice firm for £3.3m.
January 30, 2019

AFH Wealth Management acquires Hayburn Rock Financial Planning Ltd in £3.5m deal

Consolidator AFH has announced the acquisition of a West Midlands-based IFA adding £100 million of assets under administration.
January 15, 2019

City of London Group acquires Acorn to Oaks Financial Services in £1.4m deal

Acorn to Oaks Financial Services, a Preston based financial adviser, has been purchased by City of London Group PLC (COLG) in a transaction that has been in the pipeline since July 2018.
January 2, 2019

Sanlam acquires Astute Wealth Management Ltd

Sanlam UK, part of the international financial services group Sanlam Ltd, has announced the acquisition of chartered financial planning business, Astute Wealth Management.

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