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ASSET SALE VS SHARE SALE: WHICH OPTION IS RIGHT FOR YOUR BUSINESS?

HOW TO BUY A BUSINESS IN THE UK

UNDERSTANDING MERGERS & AQUISITIONS

CLEAR GROUP ACQUIRES SUTTON-BASED FIRE AND SAFETY COMPLIANCE CONSULTANCY

AZETS ACQUIRE EAST ANGLIA BASED COMPANY

AFFINIA ACQUIRES KENT-BASED ACCOUNTANCY FIRM

STREETS GROWS REGIONAL PRESENCE WITH ADDITION OF STEVENS & WILLEY

GERALD EDELMAN EXPANDS PRESENCE IN SURREY WITH ACQUISITION OF VISTA PARTNERS

TC GROUP EXPANDS IN HERTFORDSHIRE WITH ACQUISITION OF ASHLEY JAMES LIMITED

AUGUST EQUITY TAKES MAJORITY STAKE IN THE SUPERBIA GROUP

SALTUS ACQUIRE HERTFORDSHIRE-BASED COMPANY

PERSPECTIVE FINANCIAL GROUP EXPANDS WITH NINE NEW ACQUISITIONS IN 2025

XEINADIN SECURES LARGEST ACQUISITION YET WITH ADDITION OF TOP 100 FIRM RAFFINGERS

SCRUTTON BLAND EXPANDS WITH COLCHESTER-BASED FIRM

DUNCAN & TOPLIS ACQUIRE DERBYSHIRE – BASED COMPANY

CLEAR GROUP BOLSTERS REGIONAL PRESENCE WITH £10M GWP ACQUISITION

TC GROUP MERGES WITH PLYMOUTH-BASED ACCOUNTANCY FIRM

HOWDEN ACQUIRED ASSOCIATED BEAUTY THERAPISTS AND ASSOCIATED IRISH THERAPISTS

WREN STERLING GROUP ACQUIRES FAREHAM-BASED BUSINESS

RANGER FIRE AND SECURITY ACQUIRES MIDLANDS-BASED BUSINESS AND WALES-BASED BUSINESS

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

BKL DISCLOSES MERGER DEAL WITH CFPRO

COOPER PARRY WEALTH ACQUIRES TUNBRIDGE WELLS – BASED BUSINESS

LUMIN WEALTH ACQUIRE BUCKINGHAMSHIRE-BASED FINANCIAL PLANNER

PROGENY HAS ACQUIRED SCOTTISH-BASED CHARTERED FINANCIAL PLANNER FIRM

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

PERSPECTIVE ACQUIRES TWO MORE FINANCIAL PLANNING FIRMS

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

LUDLOW HAS ACQUIRED BLACKPOOL-BASED WEALTH MANAGEMENT FIRM

LOYAL NORTH HAS BOUGHT NORFOLK-BASED IFA

AMBER RIVER HAS ACQUIRED FUTURE LIFE WEALTH MANAGEMENT

MWA PURCHASES TWO IFA FIRMS BASED IN LONDON AND CORNWALL

LOYAL NORTH ACQUIRES CHARTERED PLANNER’S FIRM IN THE SOUTHEAST

TITAN WEALTH HAS ACQUIRED INVESTMENT RESEARCH AND CONSULTANCY FIRM

PERSPECTIVE ACQUIRES 4 FIRMS

HURST POINT GROUP PURCHASES LONDON-BASED FIRM

SUCCESSION WEALTH ACQUIRES EDINBURGH-BASED INDEPENDENT FINANCIAL ADVISOR

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

HOLBORN FINANCIAL ACQUIRES GARY COOK FINANCIAL SERVICES

PROSPERITY WEALTH CREATION ACQUISITION

Apollo Private Wealth acquire Debra Wait Wealth Management

DEBRA WAIT WEALTH MANAGEMENT ACQUISITION

FUTURE PERFECT FINANCIAL PLANNING ACQUISITION

GB FINANCIAL SERVICES ACQUISITION

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

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

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

WREN STERLING SEALS THE DEAL ON A SERIES OF ACQUISITIONS

M&G COMPLETES ACQUISITION OF PLYMOUTH -BASED IFA

ONE FOUR NINE ACQUIRE GLASGOW-BASED FINANCIAL PLANNING FIRM

PERSPECTIVE PURCHASES THAME-BASED CHARTERED PLANNING FIRM

HFMC ACQUIRES LONDON PLANNING FIRM

SKERRITTS ACQUIRES KENT-BASED FINANCIAL PLANNING FIRM

KINGSWOOD BUYS BERKSHIRE-BASED IFA

PERSPECTIVE FINANCIAL GROUP ACQUIRES STAFFORDSHIRE BASED IFA

KINGSWOOD BUYS CHESHIRE-BASED IFA

KINGSWOOD ACQUIRES GLASGOW-BASED ADVISER

PERSPECTIVE HAS ACQUIRED ESSEX-BASED WEALTH MANAGEMENT BUSINESS

ADVANTA ACQUIRES LONDON-BASED IFA

WREN STERLING GROUP HAS ACQUIRED LEAMINGTON SPA-BASED ADVICE FIRM

RADIANT FINANCIAL ACQUIRES THREE MORE IFAS

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

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

VERSO WEALTH MANAGEMENT HAS ACQUIRED GLASGOW-BASED FINANCIAL PLANNING FIRM

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

IWP HAS ACQUIRED CAMBRIDGESHIRE-BASED FINANCIAL PLANNING COMPANY

EVELYN PARTNERS HAS ACQUIRED BUCKINGHAMSHIRE-BASED FINANCIAL PLANNING COMPANY

ONE FOUR NINE ACQUIRES ABERDEEN-BASED FINANCIAL ADVISER

TITAN WEALTH ACQUIRES LONDON-BASED WEALTH PLANNING FIRM

M&G WEALTH TO ACQUIRE PLYMOUTH-BASED IFA FIRM

PRESERVATION CAPITAL PARTNERS PROVIDES MAJOR BACKING TO SALTUS GROUP

KINGSWOOD ACQUIRES HAMPSHIRE-BASED INDEPENDENT FINANCIAL ADVICE FIRM

SALTUS ACQUIRES LONDON-BASED CHARTERED IFA

ONE FOUR NINE ACQUIRES GLASGOW-BASED ADVICE FIRM

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

CLIFTON ASSET MANAGEMENT ACQUIRES ABERDEEN-BASED ADVICE FIRM

PROGENY PURCHASES SCOTTISH FINANCIAL PLANNING FIRM

WREN STERLING BUYS OXFORD-BASED FINANCIAL PLANNING FIRM

PROGENY HAS AGREED TO ACQUIRE NATIONAL FINANCIAL PLANNING FIRM

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

ASSETCO HAS ACQUIRED SCOTTISH FUND FIRM

TITAN WEALTH ACQUIRE CARDALE ASSET MANAGEMENT

LUMIN WEALTH HAS ACQUIRED SOUTHEAST-BASED FINANCIAL ADVISER

WREN STERLING GROUP HAS PURCHASED MANCHESTER-BASED ADVICE FIRM

OLD MILL ACQUIRES SOMERSET-BASED BUSINESS

IRWIN MITCHELL HAS ACQUIRED CHESHIRE-BASED CHARTERED FINANCIAL PLANNING FIRM

BENCHMARK CAPITAL HAS ACQUIRED NORTHERN IRELAND-BASED FINANCIAL PLANNING FIRM

BROOKS MACDONALD ACQUIRES WARWICKSHIRE-BASED IFA

TAVISTOCK AGREES TO ACQUIRE HUMMINGBIRD FROM LEBC GROUP LIMITED

KINGSWOOD ACQUIRES LINCOLNSHIRE-BASED IFA

LUDLOW WEALTH MANAGEMENT HAS ACQUIRED GLASGOW-BASED FINANCIAL PLANNING COMPANY

TILNEY ACQUIRES EDINBURGH-BASED FINANCIAL PLANNING FIRM

FAIRSTONE HAS ACQUIRED CUMBRIA-BASED CHARTERED FINANCIAL PLANNING COMPANY

PERSPECTIVE ACQUIRES CAMBRIDGESHIRE-BASED FINANCIAL PLANNER

AVENTUR ACQUIRES SOUTH WOODFORD-BASEDIFA

NORDIC CAPITAL TO ACQUIRE ASCOT LLOYD

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

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

ALLFUNDS IS TO ACQUIRE MADRID BASED FINANCIAL TECHNOLOGY COMPANY

SALTUS GROUP HAS PURCHASED HERTFORDSHIRE-BASED WEALTH MANAGEMENT FIRM

LIONTRUST COMPLETES ACQUISITION OF MAJEDIE

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

FORESIGHT WEALTH STRATEGISTS HAS ACQUIRED BURY-BASED IFA

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

SON TAKES OVER COVENTRY-BASED WEALTH MANAGEMENT FIRM

KRESTON REEVES HAS ACQUIRED CANTERBURY BASED FINANCIAL PLANNER

AMBER RIVER HAS ACQUIRED CHELTENHAM-BASED ADVICE FIRM

WESTERBY TRUSTEE SERVICES ACQUIRES SIPP ADMINISTRATOR BASED IN WEYMOUTH

EMPLOYEES ACQUIRE ELDON FINANCIAL PLANNING IN DARLINGTON

PERSPECTIVE ACQUIRES FOUR FIRMS BASED IN HERTFORD, RICKMANSWORTH AND OXFORD

UNIQUE FINANCIAL PLANNING HAS ACQUIRED WATFORD-BASED COMPANY

FINANCIAL MANAGEMENT BUREAU ACQUIRES IFA IN CUMBRIA

VERSO WM ACQUIRES SUNDERLAND BASED WEALTH MANAGEMENT COMPANY

Navigating the DB minefield when selling your advice firm

The Money Marketing Awards 2021

The Money Marketing Awards are a celebration of the financial services industry.

HOW TO SELL YOUR BUSINESS IN THE UK

How to Sell Your Business in the UK Determining whether your business is ready for sale requires a comprehensive evaluation of key factors. Profitability, consistent revenue streams, and demonstrable growth potential are fundamental indicators of a saleable asset. Additionally, market conditions within your sector – such as mergers and acquisitions activity and economic trends – will influence timing and valuation. …

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