Soltis acquires Bellevue accounting firm GDM
Intense Life Desires Registered investment advisor Soltis today acquired GDM Private Financial Solutions, the latest example of client...
acquires
Cooper Parry Wealth acquires Wimbledon Chartered Planner
Dave Kendrick of CPW (centre) flanked by Gem’s Elliott Swatton (left) and Gareth Rees (right)...
W1M acquires £2bn AUM wealth manager Vermeer
W1M website Wealth and investment manager W1M has acquired rival Vermeer Partners, which has more...
Finli acquires 3 advice firms in growth spurt
Finli Group website Financial Planning firm Finli Group has struck deals to acquire three advice...
Perspective acquires £400m AUM Prosser Knowles
L-R: Nick Aston, MD Prosser Knowles; Dan Stokoe, regional director Perspective Perspective Financial Group has...
Integrity365 acquires Bristol Financial Planning firm
Matt Goy, Integrity365 CEO Bristol-based Financial Planning firm Integrity365 has acquired another Bristol Financial Planning...
Clifton Wealth acquires £75m AUM Welsh Planner
Clifton Wealth website Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired...
Twelve Wealth Management acquires fellow SJP partner
Marc Norris of Twelve Wealth Management and Matt Smith of Smith Hobbs London-based Twelve Wealth...
Newcastle-based Azets acquires Cornwall Chartered Planner
Rosie Falco with Mark Parkinson (centre) and Treve Evans Azets Wealth Management has agreed a...
Plannex acquires About Financial and launches training business
Jon Dunckley, head of training at Plannex Plannex, formerly Financial Planning community NextGen, has acquired...