Futura Financial Services Group has acquired Norwich-based Jones Financial, enhancing its national network and increasing its assets under management to approximately £1.7 billion.

Information on the Target

Futura Financial Services Group has successfully acquired Jones Financial, a well-established financial planning and wealth management firm located in Norwich. Founded in 2001 by Simon Jones, Jones Financial has built a solid reputation for providing holistic financial planning and investment advice to individuals and families throughout the East of England. With a robust client-centric approach, the firm emphasizes long-term relationships, covering essential areas such as retirement planning, investments, and broader financial advisory services.

This acquisition allows Jones Financial to integrate into Futura Financial's expanding national network while maintaining its operational independence. The firm will continue to function from its Norwich office, ensuring that existing client relationships remain intact as they benefit from enhanced operational support, technology, and compliance measures provided by Futura.

Industry Overview in the Target’s Specific Country

The financial planning and wealth management industry in the UK is characterized by its diverse offerings and robust growth competitive landscape. There has been a noticeable trend toward consolidation within the sector, where larger financial firms aim