12
Total deals
$100.0M
Total value
$100.0M
Avg deal
$100.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Prosser Knowles
Prosser Knowles offers financial, retirement, and pension planning, wealth manag…
|
2025-12-18 | Acquisition | Complete | — | Deal → |
| 2 |
Foinaven Asset Management
Foinaven Asset Management specializes in financial planning, taxation, retiremen…
|
2024-12-20 | Acquisition | Pending | — | Deal → |
| 3 |
Tony Fenton & Sons Wealth Management
Tony Fenton & Sons Wealth Management is a provider of financial advisory service…
|
2024-12-20 | Acquisition | Complete | — | Deal → |
| 4 |
P W Financial Management
P W Financial Management is a provider of independent financial advisory service…
|
2024-12-20 | Acquisition | Pending | — | Deal → |
| 5 |
Springfield Financial Services
Springfield Financial Services provides investment planning, tax planning, estat…
|
2024-10-28 | Acquisition | Complete | — | Deal → |
| 6 |
W
Whittington Goddard Associates
Whittington Goddard Associates Offers financial planning services to individuals…
|
2024-09-02 | Acquisition | Complete | — | Deal → |
| 7 |
Copthorne Financial Services
Copthorne Financial Services is a financial planning firm that provides pension,…
|
2024-09-02 | Acquisition | Complete | — | Deal → |
| 8 |
Informed Financial Advice
Informed Financial Advice is a mortgage and investment company.
|
2022-11-30 | Acquisition | Complete | $100.0M | Deal → |
| 9 |
A
Atkinson White Partnership
Atkinson White Partnership is a provider of independent financial advisory servi…
|
2021-01-25 | Acquisition | Complete | — | Deal → |
| 10 |
Platinum Portfolios
Platinum Portfolios operates as a financial planning firm.
|
2009-12-22 | Acquisition | Complete | — | Deal → |
| 11 |
C
Charles Reynolds Associates
Charles Reynolds Associates provides financial and insurance broking advisory se…
|
2009-12-11 | Acquisition | Complete | — | Deal → |
| 12 |
M
McGregors Wealth Management
McGregors Wealth Management has around £20 million of funds under management.
|
2009-07-07 | Acquisition | Complete | — | Deal → |