Clifton Wealth Partnership Acquires Cutting & Carter
- Simon Bourke
- Apr 1
- 2 min read
Updated: Apr 9
1st April 2026
Deal summary
Clifton Wealth Partnership (CWP) has completed the acquisition of Cutting & Carter, a financial planning firm based in Maldon, Essex. The deal brings approximately 500 clients and £60m in assets under management into the Clifton Group, marking Clifton's third acquisition of 2026.
About Clifton Wealth Partnership
Clifton Wealth Partnership is a financial planning and wealth management business and a subsidiary of Bristol-based Clifton Group, which has more than 15,000 clients, 180 employees and £3.55bn in assets under management. The group received a strategic investment from UK private equity firm CBPE Capital in October 2024. Anthony Carty is managing director, and Clifton’s wider leadership has described acquisition and integration as an ongoing part of the group’s growth strategy.
About Cutting & Carter
Cutting & Carter has provided financial planning advice to individuals and families across mid Essex for 25 years, operating from its base in Maldon. The firm's two directors, Steve Carter and Gary Smith, each have more than 40 years of experience in financial services. Both were approaching retirement and sought a buyer that would maintain continuity of service for their clients.
What happens next?
The main next step is transition rather than immediate change. Carter and Smith are expected to stay involved for up to two years, tapering their roles as retirement approaches, and Clifton has said the objective is to maintain continuity for clients during that period.
Clifton Wealth Partnership's other recent acquisitions
Cairn Independent and JRW - February 2026
CWP's Scottish double acquisition, bringing Fife-based Cairn Independent and Glasgow-based JRW into the group, adding a combined £150m in assets under management. These deals were brokered by Chapters Capital
Lifestyle Financial Advice - December 2025
Acquisition of a Welsh financial planning firm for an undisclosed sum, the tenth advice business to join Clifton Wealth in 2025.
Grovebridge Financial Ltd and Clifton Business Consultancy - September 2025
West Yorkshire and Bristol-based firms acquired simultaneously, adding £146m in assets under management.
Considering your next chapter?
At Chapters Capital, we specialise in financial planning and wealth management M&A.
Whether you are considering a sale, merger, 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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