M&A Deals
Financial planning | 2 Feb 26
Ascot Lloyd completes acquisition of Aberdeen Financial Planning
Over 60 advisers have joined the firm taking total adviser headcount to 208
Latest news | 13 Jan 26
Titan Wealth to acquire Innes Reid Investments
The sale will add £590m to Titan Wealth’s £38bn of assets under advice and management
Latest news | 22 Dec 25
Utmost Group offloads life and pensions arm to JAB Insurance
Utmost Life and Pensions launched in late 2024
Latest news | 27 Nov 25
Jersey wealth manager Team to buy WH Ireland in £12.7m all-share deal
The enlarged group will have a market capitalisation of approximately £30.3m
Financial planning | 18 Nov 25
Titan Wealth buys Thomas Carroll IFA
The South-Wales based firm has £160m of assets under advice