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PE-backed Finli Group acquires Scottish IFA Clark Gillone

Finli Group has bought Scottish IFA Clark Gillone following its previous purchases of Beaufort Group and Gale and Phillipson. ....

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Catherine and Jack Sharkey of Valley Stream die within day of each other

The Valley Stream couple, who had been active in local politics, were married for 67 years. ....

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PE-backed Solomon takes majority stake in Kent-based IFA

Solomon Capital Holdings (Solomon), the private equity-backed national advice business, has signed a partnership deal with Kent-based Beaufort Financial Westerham. ....

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PE-backed Solomon takes minority stake in first IFA partnership

Solomon Capital Holdings has completed its first minority partnership investment with IFA firm Beaufort Financial Westerham as part of a new hub and build strategy. The deal gives Solomon a minority stake in the Kent-based advice firm and brings £409m AUA and seven advisers to the group. ....

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Solomon Capital makes second major IFA acquisition

Solomon Capital Holdings has purchased multi-office advice firm Gale and Phillipson as part of its growth strategy to build a national advice business. The deal will see the consolidator take ownership of Gale and Phillipson with CEO David Carr joining the executive team at Solomon. ....

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