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...
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