Wealth management firm eyes growth after takeover

A financial planning firm is eyeing job creation and national expansion after a takeover.

HawkinsThomas Wealth has bought Ingram Wealth Management.

Bosses say the deal signals Cardiff-based HawkinsThomas Wealth’s “emergence as a growing force in the high net worth advice space”.

They add the move for fellow Cardiff operator Ingram Wealth Management will strengthen the business’ offer across areas such as succession planning, tax mitigation and corporate wealth structuring.

Aaron Hawkins, HawkinsThomas Wealth director and chartered financial planner, said: “We’re absolutely thrilled to welcome the Ingram Wealth Management team.

“This is about much more than scale: it’s about serving our clients with even greater impact.”

Andrew Ingram, Ingram Wealth Management founder and senior partner, added: “We’re excited to join forces and look forward to continuing to serve clients with the resources of a forward-thinking and highly regarded firm behind us.”

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