Advice company buys UK wealth firm
This is the group’s sixth acquisition in the last 18 months
UK
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Another financial advice firm becomes employee-owned
Founder says it was the ‘most logical next step for the company’s future’
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UK advice firm buys Midlands-based company
Acquirer will now have two offices across Britain
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Financial planning group acquires Welsh advice firm
Deal increases its funds under management to over £900m
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IFA group expands into Northern Ireland
Company sees it as an ‘important location’
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Bill Vasilieff ‘lured’ out of retirement to set up UK advice firm
Swedish-headquartered group will offer IFA and investment management services across Britain
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Advice tech firm eyes UK and US expansion after raising $18m
BNY Mellon and RBC invested in the company during a funding round
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European investors fail to carry out due diligence on firms
Many trust friends, family and social media influencers but will not check regulators’ websites
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10% drop rule ripped up by UK government
‘Detrimental’ regulation abolished as part of chancellor’s Edinburgh reforms
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Ex-Arlo and DeVere trio set up UK advice business
Company will also be offering repatriation services for clients looking to return to Britain
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Why IFA firms are using bank loans to fund acquisition sprees
There will be an ‘acceleration of M&A over the next few years’
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Advice firm eyes UK expansion after FCA extends licence
Company is now looking to get direct authorisation in Malta