IFA consolidator makes double swoop
Deals take the company’s assets under advice to £450m
UK
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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
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Most IFAs feel their business is undervalued by potential acquirers
Retiring advisers ‘must proactively seek opportunities that align with the true worth of their company’
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Financial planning firm snaps up IFA business
Deal ‘marks a significant step’ in the company’s five-year expansion plan
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IFA group sets up 10th joint venture with law firm
To expand its personal injury and clinical negligence offering
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Financial planning firm acquires two UK advice companies
In a bid to expand its footprint across Britain
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UK financial planning firm becomes employee-owned
18 staff members now retain 60% of the company