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Patrick Isaacs

Patrick Isaacs

admin - September 17, 2021 - 2 minute read

News & Articles

WREN STERLING GROUP ACQUIRES FAREHAM-BASED BUSINESS

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UK ACCOUNTING GIANTS MHA AND MHA MOORE AND SMALLEY SET TO MERGE

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BKL DISCLOSES MERGER DEAL WITH CFPRO

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COOPER PARRY WEALTH ACQUIRES TUNBRIDGE WELLS – BASED BUSINESS

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Lumin VZ Group

LUMIN WEALTH ACQUIRE BUCKINGHAMSHIRE-BASED FINANCIAL PLANNER

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PROGENY HAS ACQUIRED SCOTTISH-BASED CHARTERED FINANCIAL PLANNER FIRM

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MKC WEALTH COMPLETE THE ACQUISITION OF WIMBLEDON-BASED FINANCIAL PLANNING FIRM

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PERSPECTIVE ACQUIRES TWO MORE FINANCIAL PLANNING FIRMS

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WREN STERLING HAVE ACQUIRED BODMIN-BASED FINANCIAL ADVISORY FIRM AND GUILDFORD-BASED IFA

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Ludlow

LUDLOW HAS ACQUIRED BLACKPOOL-BASED WEALTH MANAGEMENT FIRM

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Loyal North

LOYAL NORTH HAS BOUGHT NORFOLK-BASED IFA

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AMBER RIVER HAS ACQUIRED FUTURE LIFE WEALTH MANAGEMENT

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MWA PURCHASES TWO IFA FIRMS BASED IN LONDON AND CORNWALL

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Loyal North

LOYAL NORTH ACQUIRES CHARTERED PLANNER’S FIRM IN THE SOUTHEAST

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TITAN WEALTH HAS ACQUIRED INVESTMENT RESEARCH AND CONSULTANCY FIRM

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PERSPECTIVE ACQUIRES 4 FIRMS

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Hurst Point Group

HURST POINT GROUP PURCHASES LONDON-BASED FIRM

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Succession Wealth

SUCCESSION WEALTH ACQUIRES EDINBURGH-BASED INDEPENDENT FINANCIAL ADVISOR

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GILSON GRAY FINANCIAL MANAGEMENT ACQUIRES RS ROBERTSON FINANCIAL PLANNING BASED IN SCOTLAND

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Holborn Financial

HOLBORN FINANCIAL ACQUIRES GARY COOK FINANCIAL SERVICES

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Fusion Consulting Group

PROSPERITY WEALTH CREATION ACQUISITION

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Apollo Private Wealth acquire Debra Wait Wealth Management

DEBRA WAIT WEALTH MANAGEMENT ACQUISITION

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FUTURE PERFECT FINANCIAL PLANNING ACQUISITION

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GB FINANCIAL SERVICES ACQUISITION

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SCHRODERS-OWNED BENCHMARK CAPITAL ACQUIRES NORTHERN IRELAND- BASED INDEPENDENT FINANCIAL ADVISER

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INTERNATIONAL ACCOUNTANCY AND CONSULTANCY FIRM, AFFINITY ASSOCIATES, ACQUIRES CROYDON-BASED FINANCIAL SERVICES GROUP

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BOSTON MULTI FAMILY OFFICE (MFO) ACQUIRES DOUGLAS-BASED FINANCIAL SERVICE PROVIDER

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WREN STERLING SEALS THE DEAL ON A SERIES OF ACQUISITIONS

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M&G COMPLETES ACQUISITION OF PLYMOUTH -BASED IFA

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ONE FOUR NINE ACQUIRE GLASGOW-BASED FINANCIAL PLANNING FIRM

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PERSPECTIVE PURCHASES THAME-BASED CHARTERED PLANNING FIRM

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HFMC ACQUIRES LONDON PLANNING FIRM

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SKERRITTS ACQUIRES KENT-BASED FINANCIAL PLANNING FIRM

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KINGSWOOD BUYS BERKSHIRE-BASED IFA

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PERSPECTIVE FINANCIAL GROUP ACQUIRES STAFFORDSHIRE BASED IFA

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KINGSWOOD BUYS CHESHIRE-BASED IFA

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KINGSWOOD ACQUIRES GLASGOW-BASED ADVISER

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PERSPECTIVE HAS ACQUIRED ESSEX-BASED WEALTH MANAGEMENT BUSINESS

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ADVANTA ACQUIRES LONDON-BASED IFA

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WREN STERLING GROUP HAS ACQUIRED LEAMINGTON SPA-BASED ADVICE FIRM

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RADIANT FINANCIAL ACQUIRES THREE MORE IFAS

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GILSON GRAY FINANCIAL MANAGEMENT HAS ACQUIRED NORTH BERWICK-BASED FINANCIAL PLANNING FIRM

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FINITOR WEALTH HAS ACQUIRED LEAMINGTON SPA-BASED AND CUMBRIA-BASED FINANCIAL PLANNING FIRMS

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VERSO WEALTH MANAGEMENT HAS ACQUIRED GLASGOW-BASED FINANCIAL PLANNING FIRM

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TATTON ASSET MANAGEMENT COMPLETES ON PURCHASING 50% STAKE IN 8AM GLOBAL LIMITED

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IWP HAS ACQUIRED CAMBRIDGESHIRE-BASED FINANCIAL PLANNING COMPANY

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EVELYN PARTNERS HAS ACQUIRED BUCKINGHAMSHIRE-BASED FINANCIAL PLANNING COMPANY

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ONE FOUR NINE ACQUIRES ABERDEEN-BASED FINANCIAL ADVISER

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TITAN WEALTH ACQUIRES LONDON-BASED WEALTH PLANNING FIRM

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M&G WEALTH TO ACQUIRE PLYMOUTH-BASED IFA FIRM

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PRESERVATION CAPITAL PARTNERS PROVIDES MAJOR BACKING TO SALTUS GROUP

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KINGSWOOD ACQUIRES HAMPSHIRE-BASED INDEPENDENT FINANCIAL ADVICE FIRM

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Saltus

SALTUS ACQUIRES LONDON-BASED CHARTERED IFA

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ONE FOUR NINE ACQUIRES GLASGOW-BASED ADVICE FIRM

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HARWOOD WEALTH MANAGEMENT GROUP REBRANDS AS ARGENTIS AND ANNOUNCES TWO ACQUISITIONS – NEWCASTLE AND CHRISTCHURCH -BASED

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CLIFTON ASSET MANAGEMENT ACQUIRES ABERDEEN-BASED ADVICE FIRM

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PROGENY PURCHASES SCOTTISH FINANCIAL PLANNING FIRM

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WREN STERLING BUYS OXFORD-BASED FINANCIAL PLANNING FIRM

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PROGENY HAS AGREED TO ACQUIRE NATIONAL FINANCIAL PLANNING FIRM

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US-OWNED MARYGOLD & CO ACQUIRES NORTHAMPTON-BASED ASSET MANAGEMENT

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ASSETCO HAS ACQUIRED SCOTTISH FUND FIRM

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TITAN WEALTH ACQUIRE CARDALE ASSET MANAGEMENT

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Lumin VZ Group

LUMIN WEALTH HAS ACQUIRED SOUTHEAST-BASED FINANCIAL ADVISER

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WREN STERLING GROUP HAS PURCHASED MANCHESTER-BASED ADVICE FIRM

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OLD MILL ACQUIRES SOMERSET-BASED BUSINESS

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IRWIN MITCHELL HAS ACQUIRED CHESHIRE-BASED CHARTERED FINANCIAL PLANNING FIRM

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BENCHMARK CAPITAL HAS ACQUIRED NORTHERN IRELAND-BASED FINANCIAL PLANNING FIRM

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BROOKS MACDONALD ACQUIRES WARWICKSHIRE-BASED IFA

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TAVISTOCK AGREES TO ACQUIRE HUMMINGBIRD FROM LEBC GROUP LIMITED

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KINGSWOOD ACQUIRES LINCOLNSHIRE-BASED IFA

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Ludlow

LUDLOW WEALTH MANAGEMENT HAS ACQUIRED GLASGOW-BASED FINANCIAL PLANNING COMPANY

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TILNEY ACQUIRES EDINBURGH-BASED FINANCIAL PLANNING FIRM

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FAIRSTONE HAS ACQUIRED CUMBRIA-BASED CHARTERED FINANCIAL PLANNING COMPANY

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PERSPECTIVE ACQUIRES CAMBRIDGESHIRE-BASED FINANCIAL PLANNER

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AVENTUR ACQUIRES SOUTH WOODFORD-BASEDIFA

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NORDIC CAPITAL TO ACQUIRE ASCOT LLOYD

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TATTON ASSET MANAGEMENT PURCHASES 50% STAKE IN 8AM GLOBAL LIMITED

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ACCOUNTANCY FIRM MHA MACINTYRE HUDSON BUYS MAJORITY STAKE IN WEALTH MANAGEMENT FIRM

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Allfunds

ALLFUNDS IS TO ACQUIRE MADRID BASED FINANCIAL TECHNOLOGY COMPANY

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Saltus

SALTUS GROUP HAS PURCHASED HERTFORDSHIRE-BASED WEALTH MANAGEMENT FIRM

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Liontrust

LIONTRUST COMPLETES ACQUISITION OF MAJEDIE

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RBC TO ACQUIRE UK WEALTH MANAGER BREWIN DOLPHIN FOR £1.6BN

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FORESIGHT WEALTH STRATEGISTS HAS ACQUIRED BURY-BASED IFA

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MAJORITY STAKE IN SCOTTISH FINANCIAL PLANNING PLATFORM HAS BEEN SOLD TO PRIVATE EQUITY FIRM

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SON TAKES OVER COVENTRY-BASED WEALTH MANAGEMENT FIRM

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KRESTON REEVES HAS ACQUIRED CANTERBURY BASED FINANCIAL PLANNER

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AMBER RIVER HAS ACQUIRED CHELTENHAM-BASED ADVICE FIRM

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WESTERBY TRUSTEE SERVICES ACQUIRES SIPP ADMINISTRATOR BASED IN WEYMOUTH

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EMPLOYEES ACQUIRE ELDON FINANCIAL PLANNING IN DARLINGTON

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PERSPECTIVE ACQUIRES FOUR FIRMS BASED IN HERTFORD, RICKMANSWORTH AND OXFORD

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UNIQUE FINANCIAL PLANNING HAS ACQUIRED WATFORD-BASED COMPANY

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FINANCIAL MANAGEMENT BUREAU ACQUIRES IFA IN CUMBRIA

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VERSO WM ACQUIRES SUNDERLAND BASED WEALTH MANAGEMENT COMPANY

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Navigating the DB minefield when selling your advice firm

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The Money Marketing Awards 2021

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