SJP partner firm acquires UK advice company
It is expecting to complete a number of deals in 2022
UK Adviser
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Will the advice market see a rise in one-stop-shops?
Consolidator believes IFAs will join forces with lawyers and accountants to give ‘all-rounded’ offering
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Vanguard plans UK personal finance hiring spree
As the asset manager aims to close the advice gap in Britain
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IFA firm buys UK advice business
Deal will help create a ‘significant regional hub’ in south west
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Succession Wealth acquires UK financial planning firm
Company sees ‘plenty of interesting opportunities in the market’
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UK and Swiss wealth manager opens Yorkshire office
It already has operations in Zurich, London and Manchester
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Tavistock acquires IFA group for £3.7m
Deal adds around £500m in assets under advice
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Advisers increasingly seek funds with inflation protection
There is a ‘growing sense of caution’ when researching investment options for clients
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Fintech company unveils ‘game-changing’ financial planning tool
To meet the ‘complex and evolving needs’ of the advice market
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PE-backed UK advice consolidators doubled in 2021
‘We have seen an unprecedented influx of new private equity capital into the industry’
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Wealth manager opens office in Southampton
Firm says it is ‘perfect time’ to grow its presence in the region
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Tavistock buys 21% stake in IFA group for £10m
Almost 18 months after the advice firm’s founder and CEO died