UK advice business completes management buyout
Company will rebrand as Seven Street Wealth
Scotland
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Financial planning firm acquires two UK advice companies
In a bid to expand its footprint across Britain
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Why has Scotland become an attractive hub for advice firms?
It is ‘often the obvious next move’ for companies looking to expand
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IFA group buys Scottish advice firm
As it completes the acquisition of a Leamington Spa-based company
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Scottish IFA firm undergoes management buyout
In a bid to take the business into ‘a new era’
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IFA group makes ‘largest acquisition to date’
It is the firm’s seventh deal since its launch in 2021
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US wealthtech firm sets up Edinburgh office
It is ‘actively recruiting’ to bolster the UK operation
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PE-backed advice group opens Dundee office
Move follows four acquisitions in the UK in October 2022
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UK advice group expands Scotland footprint with acquisition
Deal takes AuA to around £550m
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SJP partner firm makes fifth acquisition
Deal sees assets under management exceed £435m
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Kingswood buys Scottish advice company for £5.1m
It is the firm’s first acquisition in the country
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PE-backed advice group makes triple Scotland swoop
Deals add £100m in assets under management