Hoxton Wealth has completed its acquisition of Darlington-based Family First Financial Services, adding £85mn in assets to the group.

Family First Financial Services specialises in helping clients ensure their financial security in the event of unexpected events, planning for retirement, saving and investing, buying or investing in property, as well guidance on a range of insurance needs. The company has earned a strong reputation across all aspects of financial planning, including wills, potential Inheritance Tax liabilities, and the benefits of trust funds.

Thomas Maddison, Hoxton Capital Management acquisitions director, said: “This acquisition is a strategic fit for Hoxton Wealth, significantly enhancing our presence in the north of the UK and further advancing our goal of delivering lifestyle financial planning at scale throughout the country.

“I want to extend my gratitude to Mark Horner and Ian McFarlane at Family First for their collaboration throughout this process.

“Their dedication has been instrumental in ensuring a smooth transition. Mark will be personally overseeing the handover period, introducing clients to their new Hoxton advisers and ensuring that all necessary steps are taken for a successful integration.

“His commitment to providing a personal and warm handover will ensure continuity and trust during this transition.”

Hoxton Capital Management now has more than $2.2bn assets under management.

 

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