UK Adviser
IFA firm acquires Surrey-based financial planning business
Deal adds around £250m assets under management to the group
Wealth manager buys UK advice firm for £4m
While it ‘is in exclusive due diligence on two potential transactions in two international markets’
Ex-Barclays Wealth financial planner sets up UK advice firm
It will be a company ‘where people can come and engage and it’s never about the money first’
UK financial services group buys Cambridge advice firm
Company says it will ‘remain acquisitive’
UK advice company partners with DFM firm to boost ESG offering
‘More and more clients want to express their values through their savings and investment choices’