Advies Private Clients, the wealth management and financial planning firm, has announced the acquisition of Nicholas Trayford, adding £100m in client assets and 100 clients to its company.
The acquisition marks a strategic step in Advies’ long-term growth plan to expand its financial planning capabilities through the integration of high-calibre, client-focused businesses.
Trayford’s clients will continue to receive his dedicated support, now enhanced by Advies’ expanded infrastructure and expertise.
James Wills, partner at Advies Private Clients, said: “Advies is built on a strong advice-led culture, robust financials and a clear commitment to delivering lasting value to our clients.
“Nick’s business is a natural fit, sharing our values and client-first approach. We’re pleased to welcome Nick and his clients to Advies.”
Trayford added: “Advies offered a truly unique proposition in the market—something I couldn’t find anywhere else.
“Their flexible approach is thoughtfully tailored to meet all my professional and client needs, making them the ideal partner for the next stage of my business journey.
“Partnering with Advies will allow me to elevate the service I offer to clients, with greater resources and more time dedicated to what matters most – supporting clients in achieving their financial goals.”
