2023 set to be ‘a bumper year’ for M&A activity in advice sector
Buy and build strategies of many acquirers are ‘reaching a level of maturity’
UK
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Financial services group completes double IFA swoop
Company wants to make further strategic acquisitions as part of its buy and build strategy
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Hybrid advice firm secures £250,000 investment
It will use the funding to onboard more clients and launch additional features
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UK financial advice firms merge
To create a combined business with £1.5bn in assets under management
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IFA group purchases UK advice company
Founder of the acquired firm will be retiring with immediate effect
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Adviser support group launches UK advice business
Following the acquisition of two wealth management companies
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Advice business buys London-based financial planning company
Acquisition boosts assets under management to more than £1bn
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Administration-hit IFA and DFM businesses sold
There were four formal offers for the companies
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Financial planning firm bolsters private client arm with acquisition
Deal will expand the company’s offering across the south west of England
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Life insurer to roll out income protection product
It will be made available to advisers
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Duo arrested in Ponzi investment scam investigation
Multiple victims across the UK have reported losing varying sums of money
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Novia Financial co-founder sets up advice company
It will target ‘lower-value’ clients with less complex needs