Loyal North has acquired advice firm Paul Wallis Financial Solutions (PWFS) to increase its presence in the South East.
Kent-based PWFS has been in business for over 13 years and will join Loyal North's regional firm H&D Financial Planning.
The deal is expected to bring Loyal North, which currently manages £1.5bn in client wealth, an additional £40m of client funds to its group.
PWFS principal Paul Wallis will join H&D as a senior financial planner and will continue to deliver financial planning to his clients.
He said: "We have always believed in putting our clients first, and that is why H&D, combined with the personalised and regionalised approach of Loyal North was the perfect fit for us.
"As part of Loyal North, we are also excited to access their central support team and resources, which will enable us to provide an even greater focus on our clients."
H&D joint managing directors Simon Evans and Will Green added: "This acquisition marks the first step in our growth plans to build Loyal North's South East presence into a £300m truly holistic financial planning business."
