consolidation

Surrey-based adviser Web acquires rival firm

IFAonline | 07 Feb 2012 | 14:15

Web Financial Services has acquired Bryant Kesek Financial Services (BKFS), as part of a five-year expansion plan.

deal-handshake
damiankeeling

Consolidator Perspective acquires Gateshead IFA

IFA consolidator Perspective Financial Group has acquired Gateshead-based adviser Vivienne Shepherd, and plans to integrate the practice into one of its existing Newcastle businesses, Rutherford Wilkinson.

IFAonline | 30 Jan 2012 | 09:40
rp-pensions

Three things we learned this week

Retirement Planner’s round-up of the top pension stories this week.

Retirement Planner | 25 Jan 2012 | 10:23

Other consolidation articles

damiankeeling

Perspective boosted by £3.5m finance facility

IFA consolidator Perspective Financial Group has raised a finance facility of £3.5m to fund further acquisitions.

IFAonline | 23 Jan 2012 | 10:25
simon-chamberlain-2

New joiners take Succession total assets to £6bn

Consolidation vehicle Succession Advisory Services has taken on four member firms in 2012, bringing in combined assets under management (AUM) of some £430m.

IFAonline | 10 Jan 2012 | 12:00
damiankeeling

Consolidator Perspective makes it 22 buys in three years

IFA consolidator Perspective Financial Group has made its first acquisitions of 2011 to take its tally to 22 since inception three years ago.

IFAonline | 17 Jun 2011 | 08:45
Two men hand shaking with blue skies in the background

Perspective gets £10.6m boost for acquisitions

IFA consolidator Perspective Financial Group has raised £10.6m for further acquisitions as it aims to add to the 20 business it has already purchased.

IFAonline | 24 Mar 2011 | 09:10
simon-chamberlain-2

Wealth manager Michael Moore joins Succession

Michael Moore (Life & Pensions) has become the latest business to join consolidator Succession Advisory Services.

IFAonline | 14 Feb 2011 | 14:00
airplane-2-big-jpg

2011 to see IPMI growth and consolidation – ALC Health

The international private medical insurance (IPMI) market will see growth in 2011 but with consolidation and increasing demand for add on products and benefits, ALC Health has predicted.

Cover | 20 Jan 2011 | 14:55
Two people shaking hands

Perspective makes 20th acquisition with Leedham IFA

Perspective Financial Group has made its 20th acquisition with the purchase of Leedham Independent Financial Advisers.

IFAonline | 06 Jan 2011 | 14:30
Two people shaking hands

Perspective buys Equilibrium Wealth Management

Perspective Financial Group has acquired Equilibrium Wealth Management, bringing its total number of acquisitions to 19.

IFAonline | 23 Dec 2010 | 16:40
simon-chamberlain-2

Succession warns IFAs 'criminally undervalued'

Succession has hit out at firms purchasing IFA businesses merely to increase funds under management, warning advisers themselves are hugely undervalued in the current climate.

IFAonline | 23 Nov 2010 | 11:01
simon-chamberlain-succession

Succession to acquire members now after cash injection

Succession Advisory Services will consolidate about a quarter of its 30 member firms ahead of schedule after investment boutique Spearpoint acquired a majority stake in the business.

IFAonline | 09 Nov 2010 | 09:30

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