Clifton Wealth Partnership has acquired Welsh financial planning firm Lifestyle Financial Advice for an undisclosed amount.

The Talbot Green-based company is the 10th advice business to join Clifton Wealth Partnership this year.

Lifestyle Financial Advice provides financial planning services to around 400 clients across South Wales, with £75m in assets under management.

Company director and financial planner, Iain Atmore, has 40 years of experience in financial advice and will retain his role within the business following the acquisition.

Clifton Wealth Partnership has been working with Atmore for the past eight months, aiming to ensure the needs of Lifestyle Financial Advice and its clients were accommodated while going through the integration and acquisition processes.

“I recognised that Lifestyle needed to enter a new phase in its evolution and was determined to identify an acquirer that demonstrated the same central ethos towards client relationships,” Atmore commented.

“Having spoken with 20-plus firms, it became obvious that Clifton prioritises clients in the same way as we do here at Lifestyle Financial Advice.

“Furthermore, a smooth transition for my clients was of the utmost importance because these relationships have been nurtured over many years and I will continue to work for my clients going forward.

“The key team at Clifton Wealth Partnership have been with the firm from the early 1990s, so they understand what it takes to sustain client relationships over many decades.

“They have also spent meaningful time with me to really understand what matters to my firm, which is to spend more time with clients in helping them achieve their financial goals.”

Clifton Wealth Partnership managing director, Anthony Carty, added: “Iain has built fantastic client relationships and a financial planning business to be proud of, so we have all worked hard to keep that same integrity and spirit central to everything as part of the firm’s next chapter.

“Our aim now is to use our market-leading technology and in-house regulatory expertise to ease the pressures that advisers like Iain feel every day and free up more of his incredibly valuable time to get back to doing what he loves - spending time focused on clients.”

Clifton Wealth Partnership is a financial planning and wealth management business and is part of the Bristol-based Clifton Group, which has over 13,000 clients, 154 employees, and £3bn in assets under management.

Alongside the addition of Lifestyle Financial Advice, Clifton Wealth Partnership has completed the acquisitions of nine other financial planning businesses from across England and Wales this year, adding £721m in assets under management and 26 team members during 2025.

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