UK financial planning firm makes first acquisition
Deal expands the company’s presence in the Midlands
M&A
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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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Perspective inks 10th acquisition of 2022
It has its ‘biggest ever’ pipeline of M&A deals coming in the next 18 months
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Kingswood splashes out £8.6m on two advice firms
With five more deals expected to close in the next few months
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One Four Nine Group revamps senior team with triple hire
It has appointed a COO, CCO and M&A director
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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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Rathbones’ Jackson: UK economy is more resilient than in 2008/09
Rathbone UK Opportunities’ manager Alexandra Jackson explains her love for UK mid caps and why she is feeling positive
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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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Link sale sinks after FCA demands £356m
It is not yet clear what this means for Woodford investors
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IFA consolidator closes trio of M&A deals
Just weeks after entering the Scottish market with a double acquisition
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Evelyn Partners acquires investment management firm
Deal brings in £90m in assets under advice
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SJP partner firm buys Scottish financial planner
It hopes to complete a ‘series of deals’ in the coming months