Liberate Wealth is delighted to announce their second acquisition of Taunton-based Stafford House Investments.

This acquisition establishes a flagship location in the South-West region, providing Liberate Wealth with a solid platform to grow alongside their inaugural launch acquisition, Ebor Financial Planning in Yorkshire.

Stafford House will rebrand to the Liberate Wealth corporate identity.

Stafford House Investments was founded in October 1999 and is run by chief executive Nick Webb and a director, Andrew Mayne. It is responsible for £275m of client assets and the acquisition brings Liberate Wealth’s assets under management (AUM) to £475m.

Liberate Wealth chief executive Mark Howlett said: “It is a hugely exciting time for us as we establish our second location in the south-west region – an area we believe to be full of opportunity for the long-term growth of Liberate Wealth.

“It is particularly satisfying to emerge as the successful candidate in a highly competitive tender process – Stafford House commands a strong reputation and track record in its own right.

“We were delighted to win the right to take this talented team of financial planners and support staff forward to the next stage of their growth and development, and found the Stafford House team’s collegiate culture, client-centric values and long-term vision for the future of financial advice closely matched our own.

“Building an advice firm from the ground up means we have the freedom to innovate and ensure our business is ready to meet the challenges facing the modern adviser of today as well as their clients.

“With the support of our patient capital investors, I am looking forward to bringing our innovative proposition to advisers across the UK who are thinking about how to evolve their business whilst protecting the interests of staff and clients.

“Liberate Wealth is building the advice firm of the future – we would love to hear from like-minded advisers and expect to announce further expansion in due course.”

Nick Webb said: “We have always placed the wellbeing of our clients and staff at the heart of everything we stand for. Liberate Wealth were an outstanding candidate during the tender process and clearly demonstrated the advantages of their infrastructure, depth of experience, entrepreneurial growth strategy and supportive culture. I am excited at what we can achieve together for our staff and clients and keen to begin this new chapter – I am certain our talented team will flourish under Liberate’s stewardship.”



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