New-to-market wealth manager Liberate Wealth has acquired Chartered advice firm Stafford House Investments.
The Taunton advice firm is responsible for £275m of client assets bringing Liberate Wealth's new total assets under management to £475m. As part of the deal, Stafford House Investments will rebrand to Liberate Wealth branding. Liberate Wealth launched in October this year and was founded in 2022 by former EQ Investors chief executive Mark Howlett. The acquisition is Liberate Wealth's second purchase after launched into the UK market with the acquisition of Yorkshire firm Ebor Financial Planning. Stafford House Investments was founded in October 1999 and is led by chief executive...
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