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acquisitionAnnounced · Feb 2, 2026financial adviceSource · CredibleArticle · Factual
Aberdeen Financial Planning
Ascot Lloyd
Aberdeen Financial Planning · Ascot Lloyd

Ascot Lloyd acquires Aberdeen Financial Planning

David Najork
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
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Deal value
£3.6B
Target
Aberdeen Financial Planning
Aberdeen Financial Planning
Acquirer
Ascot Lloyd
Ascot Lloyd
Full Acquisition
Status
Pending

Ascot Lloyd agreed to acquire Aberdeen Financial Planning. Reported deal value: £3.6B. Status: Pending. Sector: financial advice. Target headquarters context: Location not specified.

This page summarizes publicly available information about the transaction as of 2026-02-02. Figures and status may change as filings and press coverage update.

Search Ascot Lloyd completes acquisition of Aberdeen Financial Planning By Beth Brearley, 2 Feb 26 Over 60 advisers have joined the firm taking total adviser headcount to 208 UK financial advice firm Ascot Lloyd has completed its acquisition of Aberdeen Financial Planning

Deal timeline

Announced
Feb 2, 2026 · international-adviser.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context

This transaction is classified in financial advice with a reported deal value of £3.6B. Figures and status may change as sources update.

Sources: international-adviser.com · Primary article · FireStrike proprietary index