Clifton Wealth Partnership has acquired Lifestyle Financial Advice, enhancing its regional presence and adding £75 million in assets under management as part of its aggressive growth strategy in 2025.

Information on the Target

Clifton Wealth Partnership (CWP), a part of the Bristol-based Clifton Group, has successfully acquired Lifestyle Financial Advice, a family-run financial planning firm based in Talbot Green, South Wales, for an undisclosed sum. This acquisition adds approximately £75 million in assets under management (AUM) and enhances CWP's service offerings for around 400 family households in the region. The firm is notable for establishing long-term, face-to-face relationships with its clients, providing holistic financial advice tailored to their needs.

The integration of Lifestyle Financial Advice into the Clifton Wealth Partnership represents a significant milestone as it marks CWP's tenth acquisition in the year 2025, bringing the total AUM acquired this year to about £796 million. This strategic move not only strengthens CWP's foothold in Wales but also complements its broader mission of expanding its regional presence across England and Wales.

Industry Overview in South Wales

The financial services sector in South Wales has shown resilience and growth, driven by a strong demand for personalized financial planning among families and businesses. The region's economic stability, coupled with an increasing number of clients seeking profe