UK Adviser
Accountancy firm sells IFA client book to PE-backed wealth group
As its in-house adviser retires
Financial planning firm unveils Leeds operation
Office will be run by a former Quilter adviser
UK wealth firm creates retirement planning arm
After it found ‘gap in the market for those looking to plan for the future’
UK financial planning company buys IFA firm
Deal adds £150m in assets under management
‘Don’t try to make an acquisition fit through mistruths or omissions’
How acquirers should approach the advice M&A market