AFH acquires South West London firm for £1.2m
AFH has acquired Taylor Frost Wealth Management for £1.2m. Taylor Frost Management is an IFA based in the South West of London. Keith Taylor is... Read More
AFH put aside £6.7m for acquisitions following bumper profits
AFH has announced an uplift in profits for the year ending 31 October 2016. Following this, the advisory firm has put aside £6.7m for acquisitions,... Read More
Quilter Cheviot acquires Attivo's Investment Management arm
Bristol-based Financial Advisory Firm Quilter Cheviot has agreed to acquire Cheltenham-based Attivo Investment Management for a currently undisclosed sum. The deal is thought to go... Read More
deVere Group launches private bank after acquisition
deVere Group, one of the world’s largest independent financial advisory organisations, has today launched its latest project: its own private bank. The move follows the... Read More
Fairstone Group looks to Yorkshire for new growth
Fairstone Group, one of the UK’s largest Chartered Financial Planning firms, has entered into a downstream buyout agreement with Wakefield based Lofthouse Gate Ltd. Principles,... Read More
Acquisition looms for Rathbones as they seek to buy
Rathbones Investment Management has revealed it is actively searching for companies to acquire, after boasting a 17 percent growth in funds under management last year.... Read More
Caerus holds talks about selling company to Old Mutual Wealth
Caerus Capital group has instigated formal meetings concerning the possible sale of the firm to group Old Mutual Wealth. This isn’t the first time Caerus... Read More
Fairstone completes acquisition of advice business through DBO
Fairstone Group, incorporating the largest Chartered Financial Planning firm in the UK announces that it has now fully-acquired Leicestershire-based My Wealth Management. The deal follows... Read More
Business Planning for 2017
As 2016 draws to a close, I’ve penned an article for IFA Magazine, suggesting that now is the ideal time to reflect on what has worked... Read More