M&A Deals
Financial planning | 13 Feb 25
Standard Life’s book of SSAS business sold to WBR Group
It consists of 270 schemes with 246 properties and £403m in AUA
LRQA acquires US-based provider of advisory service, software
LRQA operates in more than 150 countries with a team of more than 5,000 people
Lumin Wealth acquires Professional Financial Centre
This is its ninth acquisition since 2019
Verso Group buys WH Ireland Group wealth team
WH Ireland is surrendering its Henley office lease by the end of May
Financial planning | 10 Feb 25
Shackleton adds £300m AUM with acquisition of financial planner
It brings the number of deals completed to a total of 16 since Sovereign invested in it