AAB Wealth has acquired Buckinghamshire-based firm Jane Smith Financial Planning and Hertfordshire-based BpH Wealth as part of its growth strategy.
The move will mean AAB Wealth will be serving more than 2,500 families with assets under advice of £2.5bn while expanding the team to more than 130 professionals across the UK. Founded in 1994 by Jane Smith, the financial planning firm has a team of five including director and chartered financial planner Nicola Watts. Jane Smith Financial Planning said joining the chartered financial planning team at AAB Wealth will enable it to deliver "even more for our clients by providing access to additional services, experts, and industry innovation". Additionally, the acquisition offers the...
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