Clifton Wealth Partnership website
Monday, 10 March 2025 11:16
Clifton Wealth acquires 7 Financial Planning firms
Fast-growing Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired seven Financial Planning firms in England and Wales for undisclosed amounts.
The acquisitions have added £500m AUM and 25 team members to Clifton.
The firms taken on range from one adviser to several and in each case the business owners are staying on as Financial Planners or will be working on a consultancy basis for two years to ensure a smooth client handover.
The new business are based across the country, with one from Essex, two from South Wales, two from Bristol, one from Nottingham, and one from London.
|
Acquired business name |
About the firm |
|
Capel Court Ltd
|
Based in Colchester, Essex, Capel Court Ltd has been established for more than 30 years and is headed up by planners Miles Moseley and Matthew Lammas. The firm looks after more than 300 family groups.
|
|
Financial Solutions Wales Ltd
|
Based in Llanelli in South Wales, Financial Solutions Wales was established in 2005 and is run by Jeremy Phelps. The firm looks after 300 family groups. |
|
Davies Craddock Ltd |
Also based in Llanelli, Financial Planner Stephen Fry has worked in financial services for 34 years.
|
|
Tailormade Financial Services Ltd
|
Bristol-based Tailormade Financial Services has been running since 2002, headed by Chris Wiggins. The firm looks after more than 100 family groups. |
|
Absolute Financial Services LLP
|
Financial planners Adam Fearn and David Ryan have run Nottingham-based Absolute Financial Services Ltd since 2007 and have just less than 300 family groups. |
|
London Private Wealth Ltd
|
Established in 2001, London Private Wealth is based in the UK capital and is responsible for more than 400 family groups. The business is run by Planners Thomas Richter and Rene Lans.
|
|
Clifton Wealth Partnership Portishead Ltd
|
Originally Pure Advanced Financial Planning before becoming an appointed representative (AR) for Clifton Wealth Partnership in early 2024. The business is still run by planners Alison Davis and Adrian James, and the firm looks after more than 200 family groups.
|
Anthony Carty, managing director, Clifton Wealth Partnership, said: “We’re so pleased to welcome each of these firms and their teams into the Clifton family.
"There should be no sugar-coating it, any integration and acquisition process requires hard work from everyone involved. That’s why we take great care to really listen to the needs of each individual business first, before putting tailored integration and resource plans in place.”
He said the team at Clifton has been working with each of the adviser businesses for different periods of time in the lead up to the final acquisitions, extending from eight months to several years, based on the firm’s individual needs.
Mr Carty said: “This process shouldn’t happen overnight and we believe it’s essential for the acquiring firm to have the technology and infrastructure in place to bring the businesses together effectively.”
Clifton Wealth Partnership is a Financial Planning and wealth management business formed in 1986 and is part of the Bristol-based Clifton Group, which has more than 12,000 clients, 120 employees and more than £2.5bn in assets under management. It has a 25-strong, Financial Planning team. The business has completed 13 acquisitions since 2019, 11 of which took place after July 2022.
In April 2023 it acquired West Midlands Chartered Financial Planner firm GB Financial Services.
In October 2022 it acquired Caerphilly-based financial advisers Mark Philips Ltd.
In September 2022 it acquired Gloucestershire-based financial adviser Noble James Associates.
In July 2022 it acquired Aberdeen-based wealth manager and IFA Burnett & Reid Wealth Management.
This page is available to subscribers. Click here to sign in or get access.
Published in
Articles