Advanta Solutions adds £150m AUM with fourth acquisition of 2022

The acquisition, Advanta's fourth in 2022, adds a further £150m assets under management (AUM). Established in 2008, Genesis Financial Planning is based in Fulham and has been directly regulated since 2013. Genesis owner and director Adam Horn said: "Having built up a base of great clients over the past 30 years it was important for me to find the right company to merge with. This process was made much easier knowing there is so much cultural synergy between our two companies sharing the same values, professionalism and client service ethos. Advanta will provide the resources to develo...