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Hoxton Adds £85m in Assets with Latest Darlington-Based Acquisition

Writer's picture: Chapters CapitalChapters Capital


20th January 2025


 

Hoxton Wealth has announced its acquisition of Family First Financial Services, a company based in Darlington. This acquisition adds £85m in AUM to Hoxton's expanding portfolio. This marks Hoxton’s fifth acquisition in the UK in the past 12 months and demonstrates the firm’s ongoing commitment to establishing a strong regional presence nationwide.

 

Family First Financial Services is recognised for its client-focused approach. It offers support in various areas, such as retirement planning, saving and investing, property advice, and insurance solutions. The firm also has expertise in wills, trust funds, and managing potential inheritance tax liabilities. These services align perfectly with Hoxton Wealth’s mission to provide comprehensive lifestyle financial planning at scale.

 

Thomas Maddison, Acquisitions Director at Hoxton Wealth, highlighted the strategic importance of the deal: “This acquisition is a strategic fit for Hoxton Wealth, significantly enhancing our presence in northern England and advancing our goal of delivering lifestyle financial planning throughout the country.” Mark Horner and Ian McFarlane from Family First played crucial roles in facilitating the deal. Horner will oversee the transition period, introducing clients to their new Hoxton advisers to ensure a seamless handover and maintain the trust and continuity that the firm is known for.

 

This acquisition is part of Hoxton Wealth’s broader strategy to expand its reach across the UK. The firm now manages over $2.2bn in assets globally and continues to seek opportunities to enhance its services through regional acquisitions. Hoxton’s acquisition of Family First highlights the ongoing consolidation trend within the financial advice sector, as firms aim to expand regionally and offer broader services to clients. Such deals demonstrate how acquiring firms target local expertise to scale their operations while preserving personalised client relationships.

 

Understanding the opportunities and challenges consolidation presents is essential for financial advisers navigating today’s active mergers and acquisitions landscape.


 

At Chapters Capital, we specialise in financial planning and wealth management M&A, helping firms navigate transitions and explore growth opportunities. Whether you are considering a sale, merger, or expansion, our tailored approach ensures you receive expert guidance at every step. Contact one of our professional associates today for a confidential, no-obligation consultation.


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