UK financial planning company buys wealth manager
Acquirer now has around £3bn in FuM
UK Adviser
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IFA company acquires UK advice business
With more deals in the pipeline in 2023
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Will advice consolidators start to acquire each other?
Private equity firms continue to find the UK market appealing
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UK financial services firms merge
Both companies have private wealth and advice offerings
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PE-backed IFA company makes first acquisition of 2023
It has completed five deals since receiving private equity investment in March 2021
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How advice firms can improve client communications in 2023
Trust is a huge part of the industry
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How IFA firms can be successful in 2023
Start business succession planning is one of the many key tips for companies
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UK advice firm expands footprint with £3.9m acquisition
As it receives funding from bank to finance its growth plans
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PE-backed wealth manager makes double acquisition
Deals increase assets under advice to over £1.8bn
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Just 29% of Brits see life insurance as a financial priority
It has never been more important for people to know the full value of a protection policy
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Racial discrimination ‘rife’ in financial services
With unwelcome comments on race still being tolerated in the workplace
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UK financial planning firm makes first acquisition
Deal expands the company’s presence in the Midlands