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.”
Latest News
-
Adviser study reveals clients cutting pension payments for IHT purposes
-
HSBC UK profits fall 6% in Q3
-
Three in five landlords don’t trust Govt to deliver leasehold reform
-
Fifth of HNWIs unaware of private pension IHT changes
-
Savers keeping cash in low interest accounts, study shows
-
NatWest Q3 profits increase 35%
NEW BUILD IN FOCUS - NEW EPISODE OF THE MORTGAGE INSIDER PODCAST, OUT NOW
Figures from the National House-Building Council saw Q1 2025 register a 36% increase in new homes built across the UK compared with the same period last year, representing a striking development for the first-time buyer market. But with the higher cost of building, ongoing planning challenges and new and changing regulations, how sustainable is this growth? And what does it mean for brokers?
The role of the bridging market and technology usage in the industry
Content editor, Dan McGrath, sat down with chief operating officer at Black & White Bridging, Damien Druce, and head of development finance at Empire Global Finance, Pete Williams, to explore the role of the bridging sector, the role of AI across the industry and how the property market has fared in the Labour Government’s first year in office.
Does the North-South divide still exist in the UK housing market?
What do the most expensive parts of the country reveal about shifting demand? And why is the Manchester housing market now outperforming many southern counterparts?
In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance, to explore how regional trends are redefining the UK housing, mortgage and buy-to-let markets.
In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance, to explore how regional trends are redefining the UK housing, mortgage and buy-to-let markets.
The new episode of The Mortgage Insider podcast, out now
Regional housing markets now matter more than ever. While London and the Southeast still tend to dominate the headlines from a house price and affordability perspective, much of the growth in rental yields and buyer demand is coming from other parts of the UK.
In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance.
In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance.
© 2019 Perspective Publishing Privacy & Cookies
Recent Stories