UK-based model portfolio service provider raises £10m
Backers include a private equity firm and a former Interactive Investor CEO
UK
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Fake financial adviser jailed for five years
After he defrauded vulnerable clients of nearly £900,000
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PE-backed IFA group buys UK financial planning firm
Deal adds £62m in AuM
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European wealth manager invests in three UK advice firms
Company says it is ‘not in the business of buying and consolidating’
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PE-backed advice firm makes double acquisition
Both businesses will remain at their current offices
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IFA consolidator makes double swoop
Deals take the company’s assets under advice to £450m
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Wealth manager buys UK financial planning firm
As it bids to reach £1bn AuM over the next few years
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Former The Fry Group financial planner sets up UK firm
To help clients make ‘wise investment decisions and minimise tax liabilities’
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UK advice business completes management buyout
Company will rebrand as Seven Street Wealth
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Three key M&A trends in the UK advice industry
‘Selling a business can be a challenging and stressful proposition’
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IFA acquirer snaps up UK advice company
Deal adds £40m in client funds
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Tatton IM rolls out money market portfolios in MPS
Following feedback from financial advisers