M&A Deals
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
SSAS and tax adviser WBR Group acquires actuarial consultancy firm
Censeo will be rebranded as WBR Actuarial Limited on 1 April 2025
Over 40% of entrepreneurs cite health, family needs as key for exiting
Financial advisers were ranked the joint-most valuable source of support when navigating a business exit