Thu, 31 Jul 2025 | BUSINESS SALE
HawkinsThomas Wealth, a chartered financial planning firm based in Cardiff has sought to accelerate its growth through the acquisition of a local counterpart. The firm has acquired fellow Cardiff-based advisory practice Ingram Wealth Management.
HawkinsThomas Wealth serves clients including high-net-worth individuals, business owners, CEOs and entrepreneurs. The firm says that the acquisition of Ingram Wealth Management brings together two like-minded businesses, driving the company’s long-term growth strategy.
The acquisition is said to immediately strengthen the company’s specialist capabilities in succession planning, corporate wealth structuring and tax mitigation for both new and existing clients.
As well as enabling the company to offer deeper technical expertise, it will also be able to provide a broader suite of bespoke planning services and serve a more geographically diverse client base.
For Ingram Wealth Management, meanwhile, the deal means that clients will gain the backing of a larger and more robust advisory team, as well as expanded investment capabilities and the enhanced systems and regulatory infrastructure of a bigger group.
Aaron Hawkins, director and Chartered Financial Planner at HawkinsThomas Wealth, said that the deal was about “more than scale” and would deliver “values alignment, professional synergy” and enable the company to have a greater impact for clients.
Gareth Thomas, director and Chartered Financial Planner at HawkinsThomas Wealth, added: "This acquisition heralds an exciting time for us at HawkinsThomas Wealth. As we prepare to enter our next phase of growth and expansion, we are now better positioned to meet the complex and evolving needs of business owners, entrepreneurs and multi-generational families alike."
Ingram Wealth Management founder and Senior Partner Andrew Ingram said: “We’re excited to join forces and look forward to continuing to serve our clients with the same care and diligence — now with the resources of a forward-thinking and highly regarded firm behind us."
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