Advies Private Clients Adds £100m in AUM with Nicholas Trayford Acquisition
- Simon Bourke
- Aug 7
- 1 min read
7th August 2025
Advies Private Clients has announced the acquisition of specialist financial planner Nicholas Trayford, which brings £100m in client assets and 100 clients into its portfolio.
This move underscores Advies’ commitment to its advice-led model and its long-term strategy of integrating high-calibre, values-aligned businesses. James Wills, a Partner at Advies, described Trayford’s firm as a natural cultural fit, emphasising their shared focus on delivering meaningful client outcomes and sustained value.
Trayford will continue to support its existing client base while benefiting from Advies’ broader infrastructure, which will enhance service delivery. This partnership is positioned as a win-win, combining continuity and trust with the scale and resources of a larger firm. According to Trayford, Advies offered a uniquely flexible proposition that distinguished it from other options in the market. The integration will allow him to concentrate more directly on client goals while expanding the range of support available to them.
This acquisition aligns with Advies’ broader ambition to grow its financial planning capabilities through carefully selected partnerships, reinforcing its strategy for sustainable expansion rooted in quality advice.
At Chapters Capital, we specialise in financial planning and wealth management M&A and understand the importance of strategic acquisitions for growth. Whether you are considering a sale, merger, or expansion or want to learn more about buyers in the space, please contact one of our professional associates today for a confidential, no-obligation consultation.
To stay updated with all the relevant news in one place, sign up for our fortnightly newsletter, The Foreword.
