IFA M&A boom expected to continue
Underpinned by regulatory pressures and retirements
aquisitions
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Shackleton acquires London-based PK Financial Planning
Acquisition brings in over £200m in assets
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Lumin Wealth acquires Professional Financial Centre
The deal will add over £50m of assets under management
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Shackleton acquires Norfolk-based Harrold Financial Planning
The takeover brings in around £300m of assets under management
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Söderberg & Partners acquires stakes in three more IFA firms as UK push ramps up
Swedish firm’s UK spree continues
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Moneyfarm acquires Willis Owen
Acquisition is the digital wealth manager’s third in the UK over the past three years
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Apax Funds to buy Evelyn Partners’ accountancy and advisory business
Will become a stand-alone business rebranded as S&W
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Brooks Macdonald buys Wales-based financial planner
CST Wealth Management has assets under advice of around £170m
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Titan Wealth to acquire Ravenscroft Investments
Follows the acquisition of Ravenscroft’s UK investment management business last year
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Söderberg & Partners says UK advice market a ‘top strategic priority’ as it takes stakes in more firms
‘Numerous attractive businesses’
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Brooks Macdonald snaps-up financial planner LIFT
LIFT is headquartered in Greater Manchester, with offices in London and Edinburgh
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Brooks Macdonald acquires Norwich-based financial planner
The IFA firm has £890m in assets under advice across 1,600 personal clients