Financial planning firm AAB Wealth has announced the acquisition of Integrity Financial Management and the consolidation of previous acquisitions under its brand.
Integrity Financial Management is a financial planning firm founded by Glenn Brophy in 2004 to provide advice to families across the south east of England.
AAB Wealth said the acquisition, for an undisclosed amount, underscored its ambition to expand its presence and offering.
The deal represented AAB Wealth’s fourth acquisition in the past 15 months as it looks to scale up its operations across the UK.
WealthFlow and Magnus Wealth both joined AAB Wealth in the past 12 months and have been rebranded to AAB Wealth.
The financial planning company said the rebranding marked the next step in consolidating the AAB financial planning firms under the AAB Wealth brand.
AAB Wealth noted that the clients of WealthFlow, Magus Wealth, and Integrity Financial Management will receive the same standard of service, with the transition aiming to be seamless and all teams remaining locally accessible.
“Today’s rebranding, combined with the acquisition of Integrity Financial Management, marks an exciting phase in the continued expansion of AAB Wealth,” commented AAB Wealth head, Andrew Dines.
“We’re proud to bring our teams together under one distinguished name and combine our talents to deliver even greater value for our clients.”
Integrity Financial Management founder, Glenn Brophy, said: “Joining AAB Wealth equips our clients and team with unmatched expertise and resources, while preserving the close-knit, client-focused ethos that defines Integrity Financial Management.
“We have received an extremely positive response from our clients on sharing the news of the deal.”
WealthFlow’s Duncan Glassey and Helen Learmonth said the rebrand was a natural next step that would allow them to combine a personal approach with scale and expertise, while Magnus Wealth founder, Michael Aitken, said he was “delighted” to see Magnus Wealth rebranded as AAB Wealth.
“This is an exciting step that builds on the strong reputation Magus has created, while opening up even greater opportunities as part of AAB,” Aitken continued.
“The team’s commitment to clients remains unchanged, and I’m confident this new chapter will strengthen our client offering and deliver even more value in the years ahead.”
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