Supporting Liberate Wealth With Regulatory Due Diligence
Our client, Liberate Wealth, has acquired advice business Stafford House Investments.
The Investments team at Thistle Initiatives was engaged by Liberate Wealth to undertake the regulatory due diligence of the acquisition of the Somerset-based advice firm, Stafford House Investments in December 2023.
Stafford House Investments is responsible for £275m of client assets and the acquisition brings Liberate Wealth’s assets under management (AUM) to £475m.
The senior leadership team of Liberate Wealth has identified the north and southwest of England as “strategically important regions with excellent opportunities to grow”.
Stafford House Investments was founded in October 1999 and is led by chief executive Nick Webb and director Andrew Mayne.
The firm has over two decades experience of specialising in “full suite” financial planning and tax services for private clients, trustees, solicitors, and accountancy firms as well as providing bespoke portfolio management services.
Stafford House will rebrand to the Liberate Wealth corporate identity.
Alex Paschalis, Investments Director at Thistle Initiatives said: “I extend my congratulations to the entire Liberate Wealth team for their acquisition of Stafford House Investments. It has been a pleasure to collaborate with the team this year.”
To find out more about our Change in Control and Acquisition Due Diligence services or to speak to a member of our expert team, please call 0207 436 0630 or email info@thistleinitiatives.co.uk.