Futura Financial acquires Norwich-based Jones Financial
- Simon Bourke
- Dec 8, 2025
- 2 min read
Updated: Jan 13
8th December 2025
Summary
Futura Financial Services Group has acquired Norwich-based Jones Financial for an undisclosed sum, adding a long-standing regional financial planning and wealth management firm to its growing national network. Jones Financial brings a client base of individuals and families across the East of England and will continue to operate from its Norwich office. The deal takes Futura’s group to 10 firms, 37 advisers and around £1.7bn in assets under management across the UK.
The deal
Futura Financial Services Group has bought Jones Financial, an independently owned financial planning and wealth management firm founded in 2001 and led by managing director Simon Jones. The firm provides holistic financial planning and investment advice to households across the East of England.
The transaction sum is undisclosed, but Futura has confirmed that Jones Financial will remain based in Norwich with its existing team in place. Integration will focus on strengthening technology, compliance and operational support while keeping the firm’s branding and client relationships intact.
Who is Futura Financial Services Group?
Futura Financial Services Group is a privately owned, buy-and-build financial planning and wealth management group established in 2020. It sits behind a network of 10 independently branded firms around the UK, with roughly 37 advisers and combined AUM of about £1.7bn.
The group has a dedicated acquisition facility backed by institutional investor RoundShield to support its strategy of acquiring and partnering with high-quality regional advice firms and providing them with centralised investment, technology and regulatory infrastructure.
Who is Jones Financial?
Jones Financial is a Norwich-based financial planning and wealth management firm founded in 2001 by Simon Jones. The business focuses on long-term, relationship-led advice for individuals and families across the East of England, covering retirement planning, investments, protection and broader financial planning needs.
The firm has grown steadily over more than two decades and is known locally for a client-centric culture and continuity of advice – factors explicitly highlighted by both Jones and Futura in announcing the deal.
Takeaways for financial planning firm Owners Considering selling
Taken together, the deal underlines the ongoing appetite from growth-focused consolidators for established, relationship-led regional advice firms. For IFA owners, it’s another reminder that strong client relationships, a clear proposition and robust governance continue to command a premium in today’s M&A market.
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.
