M&A

Succession Wealth buys Plymouth-based DFP

Companies | 9 Jan 24

Succession Wealth buys Plymouth-based DFP

The firm brings £165m of client assets with it

Vector illustration. Team work business concept. Two businessman working on to match puzzle. Pushing to connecting puzzles together.

Companies | 9 Jan 24

Mattioli Woods eyes ‘robust acquisition pipeline’ as assets inch down to £15.2bn

Group revenue up 8% to £59.1m in the second half

Two businessmen successfully signed a contract

Companies | 11 Oct 23

Titan Wealth acquires UK advice firm

Prism has over £630m assets under advice