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Capital and Trust - August 2, 2022 - 0 minute read

Kingswood Holdings has completed a deal to acquire independent financial advice firm Smith Pearman and Associates.

Smith Pearman and Associates provides tailored solutions for high net-worth individuals, offering services for existing portfolios or new investments based upon a client’s individual needs. It has been running for over 35 years and advises on £70m in assets under advice for more than 240 clients across the Surrey and Hampshire region

The deal is Kingswood’s sixth so far in 2022 these acquisitions include Allots Financial Services in Rotherham; Joseph R Lamb Financial Advisers in Essex; DJ Cooke Life and Pensions in South Yorkshire; AiM Independent Financial advisers in Eastleigh and Vincent & Co Ltd in Lincolnshire.

CEO at Kingswood Holdings, David Lawrence, said: “Smith Pearman and Associates has established itself as a reputable, dynamic and client-centric business over the past 30 years and we are delighted to have its team of highly skilled professionals join us at Kingswood. This deal also reinforces our presence in Hampshire, building on our recent acquisition of AiM Independent and creating a sustainable hub in the region.”

Director at Smith Pearman and Associates, Steve Egginton, said: “Kingswood’s ethos of putting their clients at the forefront of their service proposition dovetails with our own culture of providing a great service together with excellent advice. We look forward to working with Kingswood to provide a smooth and seamless transition for our clients.”

If you’d like a confidential, obligation-free discussion about selling or acquiring a Wealth Management / Asset Management business, please click here, alternatively contact us on 0207-043-4300 or email us.

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