Clifton Wealth Makes Tenth Acquisition in 2025, Closing in on £800m of Acquired Assets
- Simon Bourke
- Dec 1
- 3 min read
Updated: Dec 10
1st December 2025
Summary
Clifton Wealth Partnership (CWP), part of Bristol-based Clifton Group, has acquired Wales-based Lifestyle Financial Advice for an undisclosed sum. The Talbot Green firm brings around £75m in assets under management (AUM) and financial planning services for roughly 400 family households across South Wales. This is CWP’s tenth acquisition of 2025, taking total acquired assets this year to about £796m and further strengthening the group’s regional presence as part of a wider Clifton Group with more than £3bn AUM.
The deal
Lifestyle Financial Advice, a family-run financial planning firm, has joined Clifton Wealth Partnership. The transaction adds £75m AUM and deepens CWP’s footprint in Wales, where Lifestyle serves around 400 client households.
This latest acquisition follows nine earlier financial planning deals completed across England and Wales during 2025, which together brought in £721m AUM and 26 new team members. With Lifestyle now on board, CWP has completed ten advice firm acquisitions this year alone.
Who is Clifton Wealth Partnership?
Clifton Wealth Partnership is a financial planning and wealth management business within the Clifton Group, headquartered in Bristol. The wider group looks after more than 13,000 clients, employs around 150+ staff, and manages over £3bn in assets.
CWP focuses on independent financial planning for individuals, families and business owners, supported by in-house investment and technology capabilities. The group has been pursuing an active buy-and-build strategy, backed since October 2024 by a strategic investment from UK private equity firm CBPE Capital, with part of that capital earmarked to accelerate acquisitions.
Who is Lifestyle Financial Advice?
Lifestyle Financial Advice is a family-run Chartered financial planning firm based in Talbot Green, South Wales, founded and led by company director and financial planner Iain Atmore, who has a career spanning about 40 years in financial advice.
The firm provides holistic financial planning to around 400 family households across South Wales, with £75m AUM, and is known for long-term, face-to-face client relationships. Atmore will remain in his role post-acquisition, continuing to advise clients while benefiting from Clifton’s broader resources and support.
Why is Cifton acquiring Lifestyle Financial Advice?
For Lifestyle Financial Advice, the acquisition is about succession, scale and support while keeping continuity for clients. After speaking with more than 20 potential acquirers, Atmore highlighted the importance of finding a buyer with a similar ethos on client relationships and a commitment to a smooth transition so he can keep working with his long-standing clients.
For Clifton Wealth Partnership, the deal fits squarely into its 2025 growth plan:
It adds a respected local brand in South Wales, complementing CWP’s existing presence across England and Wales.
It brings additional AUM and a book of relationship-led clients that align with CWP’s advice-led model.
It allows CWP to deploy its “market-leading technology and in-house regulatory expertise” to relieve some of the regulatory and administrative burden on a smaller advice firm, freeing Atmore to spend more time with clients.
Private-equity backing from CBPE Capital also gives Clifton Group the capital base to keep executing deals of this size, rather than relying solely on organic growth.
What happens next
Over the coming months, Lifestyle Financial Advice will fully integrate into Clifton Wealth Partnership: systems, processes and compliance will move across to the Clifton platform, while Atmore continues to front client relationships from Wales. The stated aim on both sides is to preserve Lifestyle’s local identity and personal service, while adding Clifton’s scale, technology and central support.
CWP has already indicated that it intends to continue its acquisition programme into 2026, building on the ten financial advice firm acquisitions completed in 2025.
Recent Clifton Wealth Partnership acquisitions
This deal follows a busy run of transactions for Clifton Wealth Partnership in 2025:
Grovebridge Financial Ltd – September 2025 – West Yorkshire-based planner acquired as part of a two-firm deal, adding to around £146m of extra AUM and strengthening CWP’s footprint in the North of England.
Clifton Business Consultancy – September 2025 – Bristol-based advice firm brought into the group in the same transaction, deepening Clifton’s presence in its home region and adding long-standing owner-managed business relationships.
Capel Court Ltd (and six other firms) – March 2025 – One of seven advice businesses across England and Wales acquired in a programme that added roughly £500m of AUM and 25 team members to the Clifton Wealth Partnership.
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.
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