Liberate Wealth acquires £275m AUM Planner

Wealth supervisor and Monetary Planner Liberate Wealth has acquired £275m AUM Somerset-based Monetary Planner Stafford Home Investments for an undisclosed quantity.

The deal will increase Liberate Wealth’s complete AUM to £475m.

The acquisition is Liberate’s second buy after snapping up Yorkshire-based Ebor Monetary Planning in October.

Stafford Home Investments was based in Taunton, Somerset in October 1999 and is led by chief government Nick Webb and director Andrew Mayne.

They and their group have spent greater than 20 years’ specialising in full-suite Monetary Planning and tax providers for personal purchasers, trustees, solicitors and accountancy companies in addition to offering bespoke portfolio administration providers.

Liberate, led by former EQ Traders joint chief government Mark Howlett, is trying to find extra Monetary Planning agency acquisitions. Mr Howlett has spent 35 years within the business working in a variety of Monetary Planning, worker advantages and pensions roles. He based Liberate in February 2022.

Stafford Home will rebrand to the Liberate Wealth company id, giving the agency a regional cornerstone and platform to pursue nationwide progress plans.

Mr Howlett mentioned: “It’s a vastly thrilling time for us as we set up our second location within the South West area – an space we consider to be filled with alternative for the long-term progress of Liberate Wealth.

“It’s notably satisfying to emerge because the profitable candidate in a extremely aggressive tender course of – Stafford Home instructions a powerful repute and monitor document in its personal proper.”

He mentioned constructing a brand new recommendation agency from the bottom up means the agency has the liberty to innovate and guarantee its enterprise is able to meet the challenges going through the fashionable adviser in addition to their purchasers.

He added: “With the help of our affected person capital traders, I’m wanting ahead to bringing our proposition to advisers throughout the UK who’re excited about find out how to evolve their enterprise.”

Nicholas Webb, chief government of Stafford Home Investments, mentioned: “Liberate Wealth have been an impressive candidate throughout the tender course of and clearly demonstrated some great benefits of their infrastructure, depth of expertise, entrepreneurial progress technique and supportive tradition.”

Liberate’s senior management group is operating the enterprise in step with B-Corp necessities whereas their software to grow to be a registered B-Corp agency is processed.


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