Mattioli Woods gears up for acquisitions amid Covid-19
Despite the turmoil of Covid-19, Mattioli Woods is pushing ahead with both organic and external growth, a testament to its confidence in its “resilient operating... Read More
Independent Wealth Planners acquires Prosper Wealth Management
IFA acquirer, Independent Wealth Planners UK, has announced the acquisition of chartered financial planning firm Prosper Wealth Management, the company’s sixth regional office. Prosper Wealth... Read More
Gunner & Co. advises Lumin Wealth on second acquisition
Lumin Wealth Management is pleased to announce it has acquired Everett MacLeod Limited which completed on 6th January 2020, following an introduction from Gunner &... Read More
Fairstone steps up growth with two firms joining DBO programme
Fairstone, one of the UK’s largest Chartered Financial Planning firms, has announced that it has signed up two advisory firms to its downstream buy out... Read More
Octagon become latest Fairstone acquisition
Fairstone, one of the UK’s largest Chartered Financial Planning firms, has further consolidated their presence in the North West, with the acquisition of Octagon Wealth... Read More
Chase de Vere seeking acquisitions
Chase de Vere, the national financial planner, is “actively” seeking to purchase advice firms in order to grow the business. Chase de Vere currently has... Read More
Attivo looking for acquisitions
Attivo, the Cheltenham-based advice firm, has revealed that it hopes to expand nationally through acquisition. This follows the completion of Attivo’s three acquisitions so far... Read More
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
Lofthouse Gate and Mortgage Find become latest Fairstone acquisitions
Fairstone, one of the UK’s largest Chartered Financial Planning firms, has announced that Lofthouse Gate and Mortgage Find have been fully acquired by the business.... Read More
Ascot Lloyd’s 8 potential acquisitions
Ascot Lloyd chief executive Nigel Stockton has revealed the firm has eight potential IFA purchases in the pipeline. This comes only a month after Gunner... Read More