Welsh financial planning firm Lifestyle Financial Advice has joined Clifton Wealth Partnership (CWP), becoming the tenth advice business to join the partnership in 2025.
Based in Talbot Green, Lifestyle Financial Advice provides financial planning services to around 400 family households across South Wales, managing £75 million in assets under management (AUM). Company Director and Financial Planner Iain Atmore, who has a 40-year career in financial advice, will continue in his role following the acquisition.
Over the past eight months, the CWP team has worked closely with Iain to ensure that both the unique needs of his business and his clients are fully addressed throughout the integration and acquisition process.
Iain explains why he chose to work with CWP to secure the future of his business:
“I recognised that Lifestyle needed to enter a new phase in its evolution and was determined to identify an acquirer that demonstrated the same central ethos towards client relationships. Having spoken with 20-plus firms, it became obvious that Clifton prioritises clients in the same way as we do here at Lifestyle Financial Advice.
“Furthermore, a smooth transition for my clients was of the utmost importance because these relationships have been nurtured over many years and I will continue to work for my clients going forward. The key team at CWP have been with the firm from the early 1990s, so they understand what it takes to sustain client relationships over many decades. They have also spent meaningful time with me to really understand what matters to my firm, which is to spend more time with clients in helping them achieve their financial goals.”
Anthony Carty, Managing Director, Clifton Wealth Partnership, comments: “Iain has built fantastic client relationships and a financial planning business to be proud of, so we have all worked hard to keep that same integrity and spirit central to everything as part of the firm’s next chapter.
“Our aim now is to use our market-leading technology and in-house regulatory expertise to ease the pressures that advisers like Iain feel every day and free up more of his incredibly valuable time to get back to doing what he loves – spending time focused on clients.”
Clifton Wealth Partnership is a financial planning and wealth management business and is part of the Bristol-based Clifton Group, which has over 13,000 clients, 154 employees and £3bn in assets under management.
In addition to Lifestyle Financial Advice, CWP has completed the acquisitions of nine other financial planning businesses from across England and Wales over the year, adding a total of £721 million AUM and 26 team members during 2025.
Since its formation in 1986, Clifton has specialised in developing and implementing innovative financial services, products and technologies. Its continuous investment in market-leading financial technology and in-house expertise helps minimise the well-known challenges of integrating new advice firms.