Advies Private Clients adds £100m assets in latest planning firm buy

Snaps up specialist financial planner Nicholas Trayford

Isabel Baxter
clock • 1 min read

Wealth management and financial planning firm Advies Private Clients (Advies) has acquired specialist financial planner Nicholas Trayford.

The deal will add £100m in client assets and 100 clients to Advies. The planning firm said that the acquisition marks a "strategic step" in its long-term growth plan to expand its financial planning capabilities through the integration of "high-calibre, client-focused" businesses. It added that the addition of Trayford further "strengthens Advies' advisory proposition and reinforces its presence in the market". Advies Private Clients partner James Wills said: "Advies is built on a strong advice-led culture, robust financials and a clear commitment to delivering lasting value to our...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Tatton AUM up almost 30% to £25.8bn during 'strong period of growth'

Tatton AUM up almost 30% to £25.8bn during 'strong period of growth'

Interim results for the six months to 30 September

Jenna Brown
clock 18 November 2025 • 2 min read
FSCS deposit protection limit to rise to £120,000

FSCS deposit protection limit to rise to £120,000

Up from current limit of £85,00 following PRA announcement

Isabel Baxter
clock 18 November 2025 • 2 min read
Aberdeen to close private client service after selling advice arm to Ascot Lloyd

Aberdeen to close private client service after selling advice arm to Ascot Lloyd

Clients have been made aware

Isabel Baxter
clock 17 November 2025 • 1 min read