International financial advisory firm Hoxton Capital Management has made its fourth UK IFA acquisition this year with the addition of St Albans-based Chequer Financial Services.
The business specialises in pensions, retirement planning, providing investment advice, insurance and protection cover, as well as wealth preservation and asset management. The company also provides mortgage advice, a will writing service, and business financial advice and planning.
The earlier three acquisitions this year were of Dudley-based Alpha Financial Services, Guildford-based Bartholomew Financial Planning, and Devine Financial Management, a financial advisory firm based in Southend and London.
Thomas Maddison, acquisitions director at Hoxton Capital Management, said: “The acquisition of Chequer provides us with an opportunity to enhance our local presence within St Albans by adding an additional 80 households to our client base.
“Chequer is an independent firm that shares significant cultural and value synergies with Hoxton. Each client will benefit from a dedicated team comprising an adviser, paraplanner, and administrator. Additionally, clients will have the option to maintain continuity by attending their annual review meetings in our city centre office.”
Hoxton Capital Management recently announced it had reached $2bn (USD) assets under management (AUM) a 30% year-on-year increase.
It now employs 300 staff worldwide with offices in the UK, UAE, USA, Australia, South Africa and in Europe.
