FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Has now completed 18 acquisitions in 2026
Three more acquisitions in the pipeline
Latest cluster of buys brings total deals this year to 19
Snaps up TKV Financial Management
Major expansion in Scotland
Acquires Platinum Independent Financial Services
Carleton Financial Planning and RJ Savage Asset Management
'But as ever, beware the small print'
Deals announced in Q2 2026
Adds £134m AUA
26 October 2026
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1 min read
