UK financial planning group buys Hampshire advice company
Deal adds more than £850m in funds under management
UK Adviser
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Ex-Punter Southall Wealth advisers set up Birmingham IFA firm
Founders have over 50 years’ experience in the financial services industry
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UK wealth manager unveils succession programme for advisers
It wants to ‘explore’ bringing IFA client books to the firm
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Financial planning firm in M&A talks with 45 advice businesses
Company’s acquisition model ‘is continuing to deliver exceptional results and to drive growth’
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Ex-Quilter duo launch advice consolidator after M&A deal
‘We see ourselves as a smaller, client centric, alternative to the large traditional’ acquirers
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Former EY consultant creates digital estate planning service
To help advisers ‘make a real difference to their clients’ lives’
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Global advice ‘consortium’ buys UK financial planning firm
This is the acquirer’s second deal in Britain in 2021
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Supply of DB pension transfer advice ‘in retreat’
‘Pressure on trustees to do more to support members will only grow’
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Private bank unveils Scotland operation
It will have a network of offices in Edinburgh, Glasgow and Aberdeen
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Will unvaccinated Brits struggle to get affordable insurance?
‘Development of new products’ around covid is ‘a commercial decision for individual insurers to take’
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Educating next gen clients
Connecting with them isn’t all about social media… right?
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UK pension firm expands into wealth advice with acquisition
This is the company’s first M&A deal since it was set up in 2020