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.

October 29, 2019

Bristol based financial advice firm Clifton Asset Management has acquired Southsea based Leonard Gold Financial Management 

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.

Financial planner Tenet has bought Forth Financial Services, a financial advisory business headquartered in Edinburgh.
October 29, 2019

Sanlam UK has expanded its northern hub with the purchase of a 55% stake in Avidus Scott Lang, an IFA based in Sale, Cheshire.

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 has acquired WFI Financial, a financial planner based in Sheffield, in a transaction worth up to £14m.

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, one of the UKs largest Chartered Financial Planning firms has entered into an agreement to buy Yorkshire-based Lofthouse Gate.

Fairstone Group has entered into an agreement to buy Yorkshire-based Lofthouse Gate.
October 29, 2019

An appointed representative of Quilter, Fiscal Wealth Planning, has purchased the client database of BlackStar Wealth Management

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 has acquired Investors Planning Associates (IPA), the national financial advisory firm with almost £500m (FUM).

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 has acquired Tenet subsidiary Sinfonia Asset Management, bringing £135m AUM in five risk targeted funds to Tatton 

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

The Private Office (TPO) has acquired London based multi award winning Chartered Financial Planners John Lamb Wealth Management

Leeds champion The Private Office (TPO) has acquired financial planning firm John Lamb Wealth Management, taking its assets under management to £1.3 billion.
October 29, 2019

Ascot Lloyd has added £415 million of assets with the acquisition of two advice firms – Prest Financial Planning & QS Financial 

IFA firm Ascot Lloyd has agreed to acquire UK-based Prest Financial Planning and QS Financial.
October 29, 2019

AIM-listed Consolidator AFH Financial Group has acquired Wirral-based advice firm Broadleaf Financial Services for £3.2 million.

AFH announced the purchase of Broadleaf Financial Services Limited that would add £140m in funds under management to its business.
June 25, 2019

Quilter acquire 3 South East of England advisory firms

Quilter acquire 3 South East of England advisory firms
June 25, 2019

Succession Wealth gains £800m in assets with acquisition deals

Succession Wealth has bought several financial advice businesses adding £800m in assets under management.
June 25, 2019

Quilter completes £46m Lighthouse deal

Quilter completes £46m Lighthouse deal.
June 25, 2019

Perspective Financial Group has acquired South London-based Thornton Springer Financial Services, creating a new London outpost for the firm.

Perspective Financial Group has acquired South London-based Thornton Springer Financial Services, creating a new London outpost for the firm.
June 25, 2019

Fairstone secures £200m FUM with Leicester purchase

National advice firm Fairstone has acquired IFA firm Brett & Randall Financial Services.
June 25, 2019

Royal London has sold it defined benefit (DB) pension consulting and administration service to XPS Pensions for £4.8 million

Royal London has sold its defined benefit (DB) pension consulting and administration service to XPS Pensions for £4.8 million.
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

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