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 5 March Wren Sterling JLS Associates, Investment Choices and Broadway Financial Planning Perth, Kent and Cotswolds More than £300m 17 February Saltus Lowes Financial Management Newcastle £1bn 13 February Benchmark Capital Robertson Baxter Huddersfield £200m 13 February Lumin Wealth Professional Finance Centre Reading £50m 10 February Shackleton Harrold Financial Planning Norfolk £300m 24 January Titan Wealth Advisa Wealth Jersey £525m 8 January Fo...
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