Peterborough IFA Aurea set to join Oakglen
Updated: 2 days ago
15th October 2026
Deal summary
Oakglen Wealth has received approval from the Financial Conduct Authority (FCA) for its proposed acquisition of Aurea Financial Planning, an independent financial advice firm based in Peterborough, Cambridgeshire.
The transaction is expected to complete in October 2026. Financial terms have not been disclosed. The acquisition will expand Oakglen's UK offering to include financial planning alongside its existing wealth and investment management services.
About Oakglen Wealth
Oakglen Wealth is an independently owned investment management firm with offices in London and Jersey. Part of the wider Oakglen Group, it provides discretionary and advisory investment management services to private clients, families, trusts and charities.
The firm launched its UK investment management operation in April 2023, with former Quilter Cheviot executive Dominic Tayler appointed as managing director.
About Aurea Financial Planning
Aurea Financial Planning is a Peterborough-based independent financial planning firm specialising in retirement planning, investment management, pensions and family wealth planning. Its managing director, Becky Taylor, is a Certified Financial Planner and Chartered Wealth Manager.
What happens next?
Completion is expected later in October.
What this deal means for IFA owners considering a sale
The proposed acquisition demonstrates how investment managers are looking to established financial planning firms to broaden their services. For IFA owners considering a sale, the continuity of client service and compatibility of central investment propositions are important considerations when assessing potential acquirers.
Chapters Capital can help owners explore pre-sale planning, selling an IFA firm and retiring or selling while continuing to advise.
Oakglen Wealth's other recent acquisitions
Homebuyer Financial Services – June 2025
Oakglen Wealth Holding (Jersey) Limited, part of Oakglen Group, acquired Jersey-based Homebuyer Financial Services, expanding its financial and retirement planning capabilities. Managing director Michael Barney and director Marzena Dziewulska agreed to support the transition, while the remaining employees continued with the business.
Considering your next chapter?
At Chapters Capital, we specialise in financial planning and wealth management M&A.
If you own an IFA, financial planning or wealth management firm, we can help you understand the options available to you, from pre-sale planning and selling your firm to retire, through to sell and stay structures and partnership programmes.
For a confidential conversation about valuation, buyer fit or your route to market, contact our team.
📞 +44 (0)204 519 7811 | ✉️ info@chapterscapital.co.uk
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