Accountancy firm sells IFA client book to PE-backed wealth group
As its in-house adviser retires
UK Adviser
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Financial planning firm unveils Leeds operation
Office will be run by a former Quilter adviser
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UK wealth firm creates retirement planning arm
After it found ‘gap in the market for those looking to plan for the future’
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UK financial planning company buys IFA firm
Deal adds £150m in assets under management
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‘Don’t try to make an acquisition fit through mistruths or omissions’
How acquirers should approach the advice M&A market
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UK financial services firms merge
Combined business will offer an array of services including retirement, estate planning and tax advice
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German banking group shutters UK private client arm
As part of a cost cutting exercise
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Financial advice group gets funding for acquisition war chest
It will use the money to create a ‘buy-and-build’ consolidation programme
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London-based IFA firm makes first acquisition
It is ‘keen to speak to more businesses’ about M&A deals
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PE-backed advice group makes first acquisition in London
Firm is on target to complete seven deals this year
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UK wealth manager inks management buyout
Founder has stepped down after setting it up over 13 years ago
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UK advisers to reduce platform usage amid cost-of-living crisis
Providers ‘may be in for a bumpy ride over the next few months’