M&A Deals

Number 2, Alphabet made from Neon Light with clipping path. 3D illustration

Companies | 26 Jul 23

Financial planning firm acquires two UK advice companies

In a bid to expand its footprint across Britain

Companies | 25 Jul 23

GBST acquires financial planning software solution

To expand its ability to offer both digital and hybrid advice to the global wealth market

UK financial planning firm becomes employee-owned

Companies | 24 Jul 23

UK financial planning firm becomes employee-owned

18 staff members now retain 60% of the company

Companies | 20 Jul 23

Schroders advice subsidiary buys UK financial planning firm

Deal adds £755m in AuA

Network of connected people

Companies | 19 Jul 23

Networks are the ‘future’ of the financial advice industry

As Consumer Duty will place significant pressure on smaller firms