Hampshire-headquartered Unity Wealth Management has acquired Romsey-based IFA firm Capital Plans for an undisclosed sum.
The acquisition will see Unity WM add a further 200 households and £150m ($170m, €171m) funds under management to the group.
This is the firm’s fourth acquisition over the past 10 years.
Greg Simkin, managing director of Unity Wealth Management, said: “When we start speaking to firms or advisers looking to sell, the first question is whether we could work with these people and whether there is a great cultural fit.
“It was clear from our first conversation, that Capital Plans was run by decent people and that looking after clients was at the heart of what they stood for.
“On this basis we felt that it would be a good fit for our business, and we could embed the long- standing client base and continue the outstanding work done since Simon’s [Spencer] parents set up the firm almost 40 years ago.
“I’m really looking forward to meeting the clients along with our team, supporting them during their lifetimes to meet and exceed their financial planning needs and continue the excellent work carried out to date.”
