Adler Financial Planning has purchased Chapel Court Wealth Planning for an undisclosed sum.
Adler director Stuart Burkin says his Birmingham-based company has recently been working with Chapel Court to increase its reach into Warwickshire and the West Midlands.
He says the acquisition of the Leamington Spa-based firm is the “natural progression” of the relationship.
He says: “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.”
The combined business will manage investments in excess of £80m