Financial planning firm acquires two UK advice companies
In a bid to expand its footprint across Britain
UK
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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
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IFA group acquires UK financial advice company
It is the firm’s third deal and has two more in the pipeline
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UK financial advice firms merge
Deal is a ‘true meeting of minds’
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Financial planning group snaps up London-based advice firm
Acquirer now has over £2bn in AuM/A
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How will UK/EU financial services agreement impact advice firms?
MoU ‘is a welcome commitment from both sides’
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Which property taxes can clients expect in a move to Europe?
‘Nothing is simple if they choose to keep their old UK main home after moving abroad’
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UK firm rolls out blended retirement income solution
It will allow advisers to offer clients a mix of drawdown and annuity strategies