Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired Welsh Financial Planning firm Lifestyle Financial Advice for an undisclosed amount.
The deal for the Talbot Green-based firm adds £75m AUM to Clifton Wealth.
Lifestyle Financial Advice provides Financial Planning services to 400 family households across the South Wales area.
Company director and Financial Planner Iain Atmore, who has a career spanning 40 years in financial advice, will stay on in his role with the business following the acquisition.
Clifton Wealth said it has been working with Mr Atmore for eight months to accommodate the needs of his business and clients while going through the integration and acquisition processes.
Mr Atmore said: “I recognised that Lifestyle needed to enter a new phase in its evolution and was determined to identify an acquirer that demonstrated the same central ethos towards client relationships.”
He said he spoke with 20-plus firms, but the smooth transition for his clients was most important.
He said: “These relationships have been nurtured over many years and I will continue to work for my clients going forward. The key team at Clifton Wealth have been with the firm from the early 1990s, so they understand what it takes to sustain client relationships over many decades.
“They have also spent meaningful time with me to really understand what matters to my firm, which is to spend more time with clients in helping them achieve their financial goals.”
Lifestyle Financial Advice is the tenth advice business to join Clifton Wealth this year. It has completed the acquisitions of nine other financial planning businesses from across England and Wales over the year, adding £721m AUM and 26 team members during 2025.
In September it acquired West Yorkshire-based Grovebridge Financial Ltd and Bristol-based Clifton Business Consultancy to add £146m in assets.
Clifton Wealth Partnership is a Financial Planning and wealth management business and is part of the Bristol-based Clifton Group, which has more than 13,000 clients, 154 employees and £3bn in assets under management.
Last October UK private equity firm CBPE Capital LLP made a “strategic investment” in the firm to be partly used to speed up Clifton's acquisition programme.
