UK financial planning firm makes first acquisition
Deal expands the company’s presence in the Midlands
Author: Robbie Lawther
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Kingswood buys Scottish advice company for £5.1m
It is the firm’s first acquisition in the country
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FCA shuts down thousands of promotions in just three months
Regulator warns unauthorised firms and individuals are looking to take advantage of the rising cost of living
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Industry mourns Transact co-founder Ian Taylor
He ‘was a true innovator and a giant of the industry’
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Advanta adds £100m AUM with trio of Scottish acquisitions
The advice group has also opened an office in Dundee as it looks to increase its presence north of the border
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Signia Wealth inks management buyout
Founder John Caudwell has stepped down 13 years after setting up the company
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Succession Wealth buys Yorkshire-based IFA firm
It is the company’s first acquisition under Aviva ownership
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SJP partner firm buys Scottish financial planner
It hopes to complete a ‘series of deals’ in the coming months
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Acquisition lifts Clifton Asset Management’s AUM to £970m
Its second M&A deal this year added £130m
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Titan Wealth acquires Yorkshire IFA firm
Its fourth M&A deal of 2022 having bought two DFMs and a wealth solutions provider
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Wealth firm set up by ex-Quilter duo inks second deal
Solomon acquired Beaufort Financial and You Asset Management in June
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Advice consolidator acquires Yorkshire-based firm
It now has £7.7bn in assets under influence
