Moore Kingston Smith LLP, a multi-disciplinary professional services firm, has expanded its Financial Planning division with the acquisition of CMIS Independent Financial Advisors Limited (CMIS) and Augustine Financial Planning.

City of London-based Moore Kingston Smith (MKS), backed by private equity funding, says CMIS and Augustine provide similar services to its existing Financial Planning team and will help expand its Financial Planning arm significantly.

The cost of the deals has not been disclosed.

Both of the new Moore Kingston Smith acquisitions have CII Corporate Chartered status.

CMIS has offices in Essex and Lincolnshire and was founded in 1988 by David Boone and Stephen Dean, who will join Moore Kingston Smith with an operational team of three.

London-based Augustine Financial Planning adds 40 years of expertise in Financial Planning, wealth management and tax planning. It has a team of four financial advisers, supported by four operational team members. The firm provides advice on investments, retirement planning and estate planning.

Augustine also adds family office services to Moore Kingston Smith for the first time, an area MKS plans to build on and utilise work across Moore Kingston Smith and the Moore Global network.

Matt Meadows, managing partner at Moore Kingston Smith, said: “We continue to build a robust, multi-disciplinary firm that’s well-equipped to understand and support our clients' diverse needs and ambitions, now and in the future. By strengthening our Financial Planning team, we’re even better positioned to help individuals and businesses set and achieve clear goals, providing expert guidance and solutions for their financial futures.”

David Boone, director and Chartered Financial Planner at CMIS, said: "In Moore Kingston Smith, with whom we have worked for over 20 years, we are joining a leading firm that shares our values, ethics and a personal, client-centric approach to Financial Planning. We will have wider operational support, meaning we can dedicate the majority of our time to our clients.” 

Richard Read, managing director at Augustine Financial Planning, said: “This is an exciting move for our team, as joining Moore Kingston Smith opens the door to new capabilities, broader expertise and greater resources, all of which will benefit our clients and our people.”

Moore Kingston Smith claims to be the first UK accountancy firm to receive private equity investment to fund its M&A programme while retaining its partnership status. Following its 2024 acquisitions of Shipleys, WMT and Moore Northern Ireland, in 2025 it has acquired CBW Recovery as well as CMIS and Augustine.