Advanta Solutions adds £800m AUM through City Financial Planning acquisition

This marks Advanta's second acquisition in 2024 and its ninth overall in the financial services sector. Earlier this year, Advanta completed the acquisition of Penney, Ruddy & Winter, a City of London-based firm. City Financial Planning, with offices in Bath and Exeter, is expected to bring Advanta a strengthened presence in the South West of England. Advanta was supported in this acquisition by Dow Schofield Watts and legal services from DLA Piper. Advanta director Tim Quirke said: "Becoming part of the Advanta family enables us to continue to grow the business that has its ori...