Kingswood Acquires IBOSS, Money Matters (North East) and Smythe & Walter

Kingswood Acquires Four UK Financial Advisory Firms for £22.9m

February 16, 2022

Wealth Management

Kingswood has agreed terms to acquire four bolt-on advisory firms — Joseph R Lamb Independent Financial Advisers Ltd, Allotts Financial Services Limited (AFS), AIM Wealth Holdings Limited (AIM) and DJ Cooke Limited — for a combined purchase price of £22.9m. The acquisitions expand Kingswood's geographical footprint across England, add advisory headcount and increase assets under administration to approximately £9.1bn serving over 19,500 active UK clients.

Kingswood Holdings Acquires Sterling Trust

June 25, 2020

Financial Services

Kingswood Holdings Limited has completed the acquisition of Sterling Trust Financial Consulting Limited for total consideration of approximately £17.75m. Sterling Trust is a regional UK wealth manager with about £1.2bn AUM and c.£2.5m run-rate EBITDA; the deal (the third to be funded by Pollen Street Capital) expands Kingswood's regional footprint and adds scale to its wealth management platform.

Kingswood Holdings Acquires Admiral Wealth Management Limited

June 17, 2021

Financial Services

Kingswood Holdings, with backing from Pollen Street Capital, has agreed to acquire Admiral Wealth Management Limited for £4.0m subject to regulatory approval. The deal expands Kingswood's advisory team and client base — increasing assets under advice/management to £6.2bn and adding ~600 clients and £100m AUA from Admiral, a seven-person IFA based in North Lincolnshire.

Kingswood Acquires Barry Fleming & Partners

December 15, 2022

Financial Services

Kingswood has agreed terms to acquire Newbury-based financial advisory and tax planning firm Barry Fleming & Partners, which manages £140m of assets on behalf of around 350 clients. The deal, subject to regulatory approval, expands Kingswood's local presence in Berkshire, increases its client-facing advisory team to over 130 people and raises funds under advice/management to more than £9 billion across the UK and Ireland.

Kingswood Acquires Strategic Asset Managers Limited

November 15, 2022

Wealth Management

Kingswood has acquired Glasgow-based Strategic Asset Managers Limited, marking Kingswood’s first acquisition in Scotland and bringing the firm’s 2022 total to ten deals. The deal adds three advisors and approximately £200m of assets under advice, expanding Kingswood’s client-facing advisory team and regional presence across the UK and Ireland.

Kingswood Acquires JCH Investment Management and Employee Benefit Solutions

November 3, 2022

Financial Services

Kingswood has agreed terms to acquire two UK bolt-on advisory businesses: JCH Investment Management (Lincolnshire) and Employee Benefit Solutions (Buckinghamshire). The deals add approximately £235m of assets under advice and three advisers, further expanding Kingswood’s geographic footprint and advisory capability as part of its ongoing roll-up strategy (JCH remains subject to regulatory approval).