UK advice firm snaps up financial planning business
Following the retirement of the acquired firm’s managing director
UK
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Support services provider rolls out single dashboard adviser software
It is designed to help advice firms run their business from one dashboard
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Private client services provider opens London office
Group will offer a range of financial, legal and lifestyle services for ultra-high net worth individuals
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Financial planning business snaps up UK advice company
Owner of acquired firm has decided to take a step back from advising
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Newly-launched financial planning firm makes first acquisition
Adding around £45m in assets under management
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UK-based model portfolio service provider raises £10m
Backers include a private equity firm and a former Interactive Investor CEO
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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