Somerset-based Stafford House Investments (SHI) has completed its acquisition of the financial advisory business of AC Mole & Sons.
The acquisition of the Taunton-based firm takes Stafford House Investments' funds under advice to more than £90m.
AC Mole & Sons partner Christopher Loveluck has been appointed as non-executive director.
He said: "This is exciting news for ACMFS and our clients. Working with SHI will help us ensure that our clients' investments are working harder than ever, helping to maximise returns.
"We have known and worked with the advisers at SHI for many years, and look forward to building upon this mutually-beneficial relationship."
SHI chief executive Jeremy Wake added: "This was a natural step for us as we look for ways to grow our business. Both parties have worked together in the past and already have many clients in common.
"With the advent of the Retail Distribution Review, we believe this merger will, most importantly, benefit clients and enhance the service that both firms deliver. Reliable professional financial advice is essential for everyone and we are pleased to announce our continued involvement with AC Mole and Sons."
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