M&A Deals
Advice firm acquires Newcastle-based financial planning business
Adding £220m of AuA
Financial planning business snaps up UK advice company
Owner of acquired firm has decided to take a step back from advising
Isle of Man-headquartered wealth manager merges with trust firm
To ‘form a stronger and more expert financial services team’
Newly-launched financial planning firm makes first acquisition
Adding around £45m in assets under management
Aviva buys UK protection business for £460m
Deal expected to complete in the first half of 2024