Bristol firm Aspirations Financial Planning acquires Somerset IFA

Directors retiring

clock • 1 min read

Bristol firm Aspirations Financial Planning has acquired Batcombe Financial Services, adding more than £30m in assets under management (AUM) along with more than 200 clients.

After more than two decades in operation, the sale of the business was a result of both of Batcombe's directors retiring. Batcombe was approached by a number of interested parties before being acquired by the Bristol business, Aspirations FP said. The acquirer, which now has £250m AUM, said it was chosen by Batcombe because of its commitment to servicing clients, its "market-leading" service and investment into software solutions. Andrew Leach, one of the directors retiring from Batcombe, said: "Since 1999, we have been emphasising the importance to our clients of having retirement pl...

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