Clifton Wealth Partnership snaps up Welsh advice firm

Based in Talbot Green, Lifestyle Financial Advice provides financial planning services to 400 family households across the South Wales area, with £75m assets under management (AUM). Company director and financial planner Iain Atmore will be staying on in his role with the business following the acquisition. The CWP team said it has been working with Atmore for the past eight months to "ensure the individual needs of his business and clients are accommodated while going through the important integration and acquisition processes".  "I recognised that Lifestyle needed to enter a new ...