The double acquisition, which marks seven growth deals completed by the firm since 2023, increases AAB Wealth’s assets under advice to £2.5 billion and expands its client base to over 2,500 families.

The transactions will see more than 25 professionals join the business, boosting the firm’s total headcount to over 130 specialists across the UK. Following regulatory approval, both acquired entities will rebrand to AAB Wealth, allowing the regional teams to leverage the parent company’s national scale, technology investment, and infrastructure while maintaining local client relationships.

Andrew Dines, Head of AAB Wealth, said: “Welcoming BpH and Jane Smith Financial Planning into AAB Wealth is another major milestone in our growth journey.

“Reaching £2.5 billion in assets under advice and expanding our team to over 130 talented professionals demonstrates the strength of our proposition and the demand for a modern, progressive personal financial planning business.

“Our strategy is focused on building scale without compromising the personal, trusted relationship that underpins great financial planning. These firms bring deep expertise, strong cultural alignment and a shared ambition to deliver exceptional outcomes for clients through our sustainable investment philosophy.”