Talis IFA has acquired Dover-based Regency IFA for an undisclosed sum.
Regency founder Barry Williams has retired after the completion of the deal.
Hazel Howard, adviser at Regency IFA, has joined the Talis team based in Ashford, Kent.
Regency said: “We aim to continue delivering the same great personal service that has always been Regency’s hallmark, with additional support from our larger team.”
James Cole, managing director at Talis IFA, said: “Barry pioneered fee-based financial advice and created a really great business over the last 20 years, becoming known for his attention to detail and service to his clients. Barry helped those with modest wealth and more affluent individuals and families here in the south east to plan for a secure future.
“We aim to deliver the same positive experience and we are delighted to have Hazel join our larger team. The last 15 months has clearly been a turbulent time globally and financially and many people have been thinking about how to create a secure future for themselves and their families.
“Whether planning for retirement, evaluating existing investments, protecting loved ones or raising equity from property, we are here to help clients make smarter financial moves thanks to our friendly and impartial advice.”
