Tue, 05 May 2026 | BUSINESS SALE
Financial planning and wealth management group Clifton Wealth Partnership has acquired an independent financial advisor (IFA) based in Hertfordshire, in a deal that brings in around 170 client households and £43 million in assets under management (AUM).
Bushey-based Dukes IFA has built a strong client base concentrated within a five-mile radius of its base. The company is led by Adrian Duke-Cohan, who has nearly four decades of experience in financial services and will continue to support the business post-acquisition during a two-year transitional period.
Duke-Cohan said that, after spending years building relationships with the company’s clients, it was important to find the right home for these to continue, adding that the deal is “about making sure they remain in a strong position, with the right people around them for the future.”
Clifton Wealth Partnership Managing Director Anthony Carty said that there was a strong alignment in how the two businesses thought about client relationships and the long-term role of financial planning.
He continued: “Our priority is to ensure clients continue to receive the same level of personal service they are used to, while benefitting from the wider support, technology and infrastructure we have in place across the group.”
Bristol-based Clifton Wealth Partnership is part of the wider Clifton Group. The firm, which is continuing to grow through acquisitions across the UK, has more than 15,000 clients and £3.7 billion in AUM.
In the year to April 30 2025, Clifton Wealth Partnership Limited reported turnover of around £4.6 million, up from £3.9 million a year earlier, while operating profits stood at approximately £962,000 (down slightly from around £973,000 the previous year).
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