Towry is expected to close two of its regional offices in Norwich and Londonderry.
The wealth manager said the decision, which will affect a total of 14 employees, was a consolidation of business rather than a reduction.
However, it is unclear whether there will be any redundancies following the move, which would reduce the number of Towry offices from 21 to 19.
There are four advisers in the Norwich office with 8 non-advisory roles; and one adviser in Londonderry with six support roles.
Staff from the Norwich office may be transferred to Cambridge, which a spokeswoman said "is a better base from which to service our clients and develop our business further in this region".
Meanwhile, Londonderry staff could be moved to Belfast - set to become the firm's only Irish office. However the spokeswoman said Towry would continue to operate in Northern Ireland for the forseeable future.
"We have written to all clients informing them of the review and will write again once our employee consultations are completed in early May," she said
"Whatever happens, we are fully committed to retaining a strong presence in East Anglia and Northern Ireland and all clients will continue to receive a high quality of service from us."
Last month Towry reported operating profits of £10.2m for 2011, compared to a loss of £5.5m in the previous year following the acquisition of Edward Jones.
It closed the majority of EJ's 300 offices, consolidating them into eleven new regional centres.
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