Brunel Wealth acquires Bristol-based Academy Associates

Principal Tom Jones moves with firm

Jenna Brown
clock • 1 min read

Brunel Wealth has bought Bristol-based Academy Associates for an undisclosed sum as it continues with its growth plan.

Academy Associates principal Tom Jones has been transferred over to Brunel Wealth and will continue servicing his existing clients. Brunel Wealth, established in 2019 and authorised by the regulator in February 2020, also acquired North Star Wealth Management less than a year ago. Brunel Wealth is part of the wider Brunel Group. Group CEO Russell Lane said: "The company started trading just weeks before the pandemic and, a little over a year later, we are nearly a quarter of a billion under management which is a fantastic achievement. "Following the acquisition of Academy Associate...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Willingness to pay for financial advice falls as other options open up

Willingness to pay for financial advice falls as other options open up

Perceived need for financial advice has fallen, Boring Money report finds

Isabel Baxter
clock 13 June 2025 • 2 min read
Women in Financial Advice Awards 2025: Complete your entries!

Women in Financial Advice Awards 2025: Complete your entries!

Entry period closes on 20 June

Professional Adviser
clock 12 June 2025 • 1 min read
Robo-advisers 'disrupting' self-directed client segment

Robo-advisers 'disrupting' self-directed client segment

Emotional value of advice still a ‘completely human endeavour’

Isabel Baxter
clock 12 June 2025 • 3 min read