UK financial planning firm makes fifth acquisition of 2020
Deal adds around £150m to the group’s assets under management
Fairstone
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UK financial planning firm acquires advice company
Deal brings £150m in funds under management to the group
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Jersey wealth managers merge
As UK financial planning firm agrees eighth M&A deal of 2020
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Is working from home a viable long-term strategy?
Recruiting staff isn’t necessarily a problem – but keeping them could be a real challenge
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Strategy revamp sees UK financial planner offer remote advice
Firm found 88% of consumers would be happy to conduct virtual meetings with their advisers
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Specialist UK advice firms merge
As financial planner acquires IFA company via its buy-out scheme
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UK financial planner agrees seventh M&A deal of 2020
Firm has gained almost £1.2bn in funds under management through its buy out scheme this year
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UK financial planner makes sixth M&A deal of 2020
It will add £180m in funds under management and £1.2m in gross fee income
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M&A-hungry financial planner completes another deal
Some five firms have joined its acquisition buy out scheme since the start of 2020
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UK financial planner bolsters buy out scheme with double swoop
Firm is ‘always looking for strong, high quality businesses with ambitious growth plans’
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International family office bolsters investment management arm
As UK financial planner signs up two firms to its buy out programme
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UK financial planner boosts coffers for acquisition spree
Funding will give firm enough capital to complete deals for the next seven years