M&A Deals
Progeny seals another deal as it buys Chartered Wealth Management
Firm has offices in Manchester and London
Quilter adds Juniper Financial Planning to network
Ayrshire-based Juniper formed by trio of financial planners
Fintel buys Owen James Events as acquisition spree continues
It is the sixth company acquired by Fintel in the past year
Söderberg & Partners continues push into the UK
Swedish firm’s seventh acquisition described as one of the biggest to date
Succession Wealth buys Plymouth-based DFP
The firm brings £165m of client assets with it