Fri, 24 Oct 2025 | BUSINESS SALE
AFH Wealth Management, a financial planning firm based in Bromsgrove, has expanded with the acquisition of Hertfordshire-based counterpart Avidity Wealth Management. The deal continues AFH’s M&A-led growth, with the firm having made nearly 140 acquisitions over the past two decades.
Founded in 2010, St Albans-based Avidity has developed a strong reputation for providing individuals and corporate clients with holistic financial planning services. The company, which has around 1,800 clients and has over £750 million in funds under management, advises on investments, tax planning, pensions and protection advice.
Avidity’s team is comprised of 11 qualified financial advisers and 13 administrative staff, with more than 150 years of collective experience in the industry.
Following the acquisition, Avidity will be rebranded as 'AFH Wealth Management St Albans', further expanding AFH's presence in the South East of England.
Avidity founder and Managing Director Tim Yates said that the two firms share “the same values and client-first mentality” and claimed that AFH’s scale and expertise would enable the company “to enhance the services and support available to our clients, while maintaining the personal, relationship-driven advice we are known for.”
He continued: "All Avidity advisers will continue in their current roles, ensuring continuity and a seamless experience for clients. Together with AFH, we look forward to building on our shared commitment to providing exceptional financial planning and wealth management services."
AFH Chief Executive Alan Hudson said that Avidity’s “depth of experience, client-first values, and strong regional presence make them an excellent fit for our business.”
Hudson added that the acquisition, AFH’s 139th overall, not only strengthened the company’s presence in the South East, but reinforced its “commitment to delivering high-quality, personalised financial advice across the UK."
Read more on wealth management M&A:
Private equity driving ongoing IFA consolidation
90 per cent of IFAs and financial planners predict more M&A
This Oxfordshire-based practice offers a stable and high-quality client base, with a significant proportion of the portfolio comprising limited companies and consistent monthly cashflow from standing orders.
This South West-based practice, available for the first time, offers a strong-quality client base predominantly consisting of limited companies, with average annual fees surpassing £3,000.
This South East UK-based practice, presents a remarkable opportunity to acquire a well-established business with long-standing client and staff relationships, promising continuity and stability.
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