Gunner & Co. recruit new Senior Broker to bolster growing team
Leading independent financial adviser brokerage and consultancy, Gunner & Co, has added a new Senior Broker to its growing team, further cementing itself as the specialist...Read More
Tenet acquires Forth Financial Services
Forth Financial Services, an Edinburgh-based IFA, has been purchased by Tenet. The acquisition marks Tenet’s first practice buyout in Scotland. Forth Financial’s joint director Tom...Read More
Case Study: Accountancy sells financial advice arm
The background James Joyce* was the sole financial adviser within a larger accountancy business. He wanted to structure a retirement that allowed him to capitalise...Read More
Charles Stanley buys Leeds DFM
Charles Stanley Group announces the acquisition of the Leeds based wealth management company, Myddleton Croft Limited. Formed in 2006 and based in Leeds, Myddleton Croft provides discretionary...Read More
Harwood announces 3 IFA Acquisitions
Harwood Wealth Management Group, a well-known national financial planning and discretionary wealth management business and facilitator of IFA sales, announces it has exchanged contracts to...Read More
Perspective Financial Group makes its fourth acquisition of the year
Perspective Financial Group Ltd, the widely respected and progressive national financial planning and wealth management Group, has announced it has made a further acquisition –...Read More
LendInvest consider floating on the stock market
LendInvest is considering an initial public offering, with hopes of a £500m valuation, the firm has confirmed in a statement. LendInvest, formerly Montello Bridging Finance,...Read More
Quilter purchases two financial planners
Stephen Spires Financial Consultants and Freedom Financial Planning have been purchased by Quilter Private Client Advisers in what is Quilter’s first deal of the year....Read More
Just Group acquires majority shareholding in Corinthian Pension Consulting
Just Group plc today announced it has acquired a 75% shareholding in the holding company of Corinthian Pension Consulting Limited. Corinthian Pension Consulting specialises in...Read More
IFA makes another acquisition to expand national coverage
UNIQ Family Wealth, an Accredited Financial Planning Firm based in Cardiff acquired Brecon-based Isaac Rees Wealth Management in April, the second acquisition in 15 months....Read More