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 15 September Beckett Investment Management Swallow Financial Planning Ipswich £90m 11 September Tavistock Lifetime Financial Management Intermediaries Barnsley, South Yorkshire Not listed publicly 3 September Clifton Wealth Partnership Grovebridge Financial and Clifton Business Consultancy Bristol and Yorkshire £146m 20 August Ascot Lloyd Aberdeen Financial Planning London £3.6bn 5 August Advies Private Clients Nicholas Tr...
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