Tracked deals
3
3 tracked deals across 2022-2024.
Operating Company
Financial Services
Advanta Wealth
London, England, United Kingdom
At Advanta Wealth, we provide a comprehensive planning service through personal relationships with Independent Financial Advisers. The guidance and/or advice on the website is subject to the UK regulatory regime and is restricted to UK consumers.
- Focus Areas
- Wealth Management, Financial Planning, Independent Financial Advice
- Website
- advantawealth.co.uk
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Addon
3 addon
Advanta Wealth Acquisition Volume by Year
Last 2 years
Supporting Data
Recent Transactions
-
November 6, 2024
- Buyer
- Advanta Solutions Ltd
- Target
- City Financial Planning Limited
- Industry
- Wealth Management
- Location
- England, United Kingdom
- Type
- Addon
Advanta Solutions Ltd (Advanta Wealth) has acquired City Financial Planning Limited, adding approximately £800m of assets under management and expanding Advanta's presence with Bath and Exeter offices. The deal is an add-on acquisition for Advanta, which is backed by Beech Tree Private Equity and is pursuing consolidation-driven growth in the UK wealth management market.
-
October 17, 2022
- Buyer
- Advanta Solutions
- Target
- Genesis Financial Planning Ltd
- Seller
- Adam Horn (owner of Genesis Financial Planning Ltd)
- Industry
- Wealth Management
- Location
- United Kingdom
- Type
- Addon
Advanta Solutions, the Beech Tree-backed wealth management platform, has acquired London-based advice firm Genesis Financial Planning Ltd in an undisclosed deal that adds approximately £150m of AUM to Advanta. The acquisition brings Genesis founder Adam Horn, his clients and staff into Advanta as part of the platform's ongoing roll-up strategy of acquiring high-quality adviser firms from retiring owners.
-
October 14, 2022
- Buyer
- Advanta Solutions, Beech Tree Private Equity
- Target
- SMG Financial Options, Ann Bellingham Financial Services, M&I Independent Financial Services
- Industry
- Financial Services
- Location
- Scotland, United Kingdom
- Type
- Addon
Advanta Solutions, the Beech Tree-backed UK wealth management group, has acquired SMG Financial Options, Ann Bellingham Financial Services and M&I Independent Financial Services to expand its Scottish footprint. The trio of add-on deals adds roughly £100m of AUM and supports Advanta’s Glasgow office expansion and opening of a Dundee presence.
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