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acquisitions

Eight Financial Advice acquires fellow SJP practice

Companies

Eight Financial Advice acquires fellow SJP practice

Swann Financial deal brings Eight Financial Advice’s AUM to £4.5bn

clock 11 June 2026 • 1 min read
The Orchard Practice buys Wallis Wealth

Companies

The Orchard Practice buys Wallis Wealth

An ‘exciting step forward’ for the business

clock 05 June 2026 • 1 min read
MKC Wealth adds £275m in AUA from six acquisitions in Q1

Companies

MKC Wealth adds £275m in AUA from six acquisitions in Q1

Four join MKC Wealth team

clock 03 June 2026 • 2 min read
Bowmore Wealth Group adds £135m in AUM with two acquisitions

Companies

Bowmore Wealth Group adds £135m in AUM with two acquisitions

Acquired two London-based advisers

clock 03 June 2026 • 1 min read
Octopus Legacy legal arm adds private client team

Estate planning

Octopus Legacy legal arm adds private client team

Grows headcount by around a third

clock 27 May 2026 • 2 min read
Ex-Ascot Lloyd CEO eyes 'targeted' acquisitions to grow new firm

Companies

Ex-Ascot Lloyd CEO eyes 'targeted' acquisitions to grow new firm

Chester Rose in 'ongoing’ discussions with other firms

clock 26 May 2026 • 2 min read
Melo to launch online marketplace for financial planning business sales

Your Business

Melo to launch online marketplace for financial planning business sales

Project Exit to launch 11 May

clock 28 April 2026 • 2 min read
Absolute Financial Group adds £255m in AUA with three adviser buys

Companies

Absolute Financial Group adds £255m in AUA with three adviser buys

Trio of acquisitions take total AUA to £1.5bn

clock 13 April 2026 • 1 min read
Söderberg & Partners-backed Vintage snaps up IFA

Companies

Söderberg & Partners-backed Vintage snaps up IFA

Adds £400m in assets under advice

clock 08 April 2026 • 2 min read
Tavistock completes Lifetime deal

Companies

Tavistock completes Lifetime deal

Points to ‘financial wellbeing for everyone’ focus

clock 02 April 2026 • 2 min read
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