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UK Adviser

Companies | 10 Nov 22

Accountancy firm sells IFA client book to PE-backed wealth group

As its in-house adviser retires

Companies | 8 Nov 22

Financial planning firm unveils Leeds operation

Office will be run by a former Quilter adviser

Companies | 8 Nov 22

UK wealth firm creates retirement planning arm

After it found ‘gap in the market for those looking to plan for the future’

Companies | 7 Nov 22

UK financial planning company buys IFA firm

Deal adds £150m in assets under management

Companies | 1 Nov 22

‘Don’t try to make an acquisition fit through mistruths or omissions’

How acquirers should approach the advice M&A market

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.