All the advice firm acquisitions that have taken place in 2024

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock • 3 min read

With consolidation continuing across the industry at rapid speeds, Professional Adviser is working on a rolling list of all the acquisitions and deals that have been agreed over the year…

DATE CONSOLIDATOR IFA LOCATION ASSETS ADDED 20 November The Penny Group   Whiting Financial Limited Surrey £90m 18 November Succession Wealth True Wealth Group Leeds £1.1bn 11 November Advanta Solutions City Financial Planning Bath and Exeter £800m 6 November One Four Nine Group Castlegate Capital Nottingham Non disclosed 5 November  Brooks Macdonald CST Wealth Management Wales £170m 5 November Perspective Springfield Financial Services, Millfield Osceola Financial Consult...

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