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Black Country financial services firm snapped up in double acquisition

Advisory firm Hoxton Capital Management has expanded its presence in the UK by acquiring two businesses.

One, Alpha Financial Services in Dudley, manages £80m in assets for over 300 families and businesses in the West Midlands.

Alpha Financial Services, established in 1996, offers various financial services including investment planning, pensions, and life insurance advice.

This marks Hoxton’s first office in the region since its main headquarters are in Hertfordshire.

The second acquisition, Bartholomew Financial Planning, located in Guildford focuses on personalised financial planning for 80 clients.

Karen Bartholomew, the managing director, will continue to support her clients during the integration process.

Thomas Maddison, acquisitions director at Hoxton Capital Management, said: “We are thrilled to announce our acquisition of Alpha Financial Services and Bartholomew Financial Planning, both firms with excellent reputations for their holistic approaches to financial planning and their commitment to client satisfaction.

“These acquisitions reinforce Hoxton’s dedication to providing unparalleled financial solutions tailored to meet the unique needs of our clients.

“We will continue to look for opportunities to do so and we are excited to embark on this journey with both teams, leveraging our combined expertise to ensure a seamless integration for all involved.”

 

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