UK advice firm snaps up financial planning business
Following the retirement of the acquired firm’s managing director
M&A Deals
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Advice firm acquires Newcastle-based financial planning business
Adding £220m of AuA
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Financial planning business snaps up UK advice company
Owner of acquired firm has decided to take a step back from advising
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Isle of Man-headquartered wealth manager merges with trust firm
To ‘form a stronger and more expert financial services team’
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Newly-launched financial planning firm makes first acquisition
Adding around £45m in assets under management
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Aviva buys UK protection business for £460m
Deal expected to complete in the first half of 2024
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FE fundinfo acquires French-based firm
Who will power FE fundinfo’s managed fee and distribution channel management service
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UK wealth manager sells ETF specialist
For an upfront payment of £2.625m
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UK wealth manager acquires Blackpool-based financial planner
For an initial consideration of £0.71m ($0.88m, €0.82m)
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PE-backed IFA group buys UK financial planning firm
Deal adds £62m in AuM
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European wealth manager invests in three UK advice firms
Company says it is ‘not in the business of buying and consolidating’
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What advisers need to know about being acquired by a PE-backed firm
It is ‘critical to find a synergy’ between both companies