Three key M&A trends in the UK advice industry
‘Selling a business can be a challenging and stressful proposition’
UK
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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
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UK MPs launch inquiry into sexism in financial services
As they explore whether careers in the industry should be marketed to a more diverse base of individuals
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IFA group opens office in Lincolnshire
As the company looks to expand its footprint across the UK
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16% surge in UK financial services M&A deals
160 were made in the first half of 2023
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Chase De Vere ‘actively looking’ to make acquisitions in IFA market
After it did not conclude any deals in 2022