Adler Financial Planning, a Birmingham-based IFA, has purchased Leamington Spa-based Chapel Court Wealth Planning for an undisclosed sum.
Under the terms of the deal, Adler will acquire £40 million in assets under advice and a client book of 1,700 with 200 active clients.
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The acquisition is expected to double Adler Financial’s assets under management (AuM) to £80 million and also presence in the Warwickshire region.
Following the deal, the Leamington Spa office will be led by former Chapel Court administrator Jo Ceney and paraplanner Sarah Caruana alongside adviser Eammon Sullivan.
Stuart Burkin, director at Adler Financial Planning, said the two firms had been working closely for several months and the acquisition was a natural progression.
Burkin added: "This acquisition creates long-term continuity for both Adler and Chapel Court clients. It will help us to spend more time focusing on the things that matter to them; preparing for their long-term future with financial advisers who share the same philosophy and use the same financial processes and methodologies they are used to."
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