Financial planner Liberate Wealth has acquired Taunton-based Stafford House Investments for an undisclosed sum.
Stafford House Investment is a full-service chartered advice firm and will bring Liberate Wealth’s new total of assets under management to £475m.
The firm will rebrand to the Liberate Wealth corporate identity and form a regional platform to pursue growth plans.
It is led by chief executive Nick Webb and director Andrew Mayne who specialise in financial planning and tax services for private clients, trustees, solicitors and accountancy firms as well as bespoke portfolio management services.
Liberate Wealth are looking to expand further as chief executive Mark Howlett said it would be announcing further expansion in due course.
To read more on this topic, visit: New UK wealth manager launches with first acquisition
Howlett said: “Building an advice firm from the ground up means we have the freedom to innovate and ensure our business is ready to meet the challenges facing the modern adviser of today as well as their clients.
“With the support of our patient capital investors, I am looking forward to bringing our innovative proposition to advisers across the UK who are thinking about how to evolve their business whilst protecting the interests of staff and clients. Liberate Wealth is building the advice firm of the future – we would love to hear from like-minded advisers and expect to announce further expansion in due course.”
This is the firms second acquisition since its inception in October 2023.
