AAB Welcomes Two Firms in Latest Strategic Growth Deal

BpH Wealth Management and Jane Smith Financial Planning join AAB as Assets Under Advice reach £2.5 Billion

AAB’s award-winning chartered financial planning team, AAB Wealth, continues to implement its strategic growth plan with the acquisition of two firms – BpH Wealth Management and Jane Smith Financial Planning.

The move will mean AAB Wealth serves over 2,500 families with Assets under Advice of £2.5 billion while expanding the team to more than 130 professionals across the UK. AAB Wealth’s growth strategy includes acquiring high-quality, client-centric advisory businesses that share its long-term vision for sustainable growth, technical excellence and outstanding client service.

Andrew Dines, Head of AAB Wealth, commented:

“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.”

BpH Wealth Management

BpH Wealth Management was founded in Hertfordshire in 1984 by Michael Freedman. The firm employs more than 20 people and is headquartered in Harpenden.

Michael Freedman, Founder of BpH Wealth Management commented:

“Joining AAB Wealth marks an exciting new chapter for our business. From day one, our focus has always been simple: to put our clients’ values, goals and families at the heart of every piece of advice we give.

That philosophy won’t change. If anything, becoming part of AAB Wealth strengthens our ability to deliver it. With the additional expertise, resources and support of the wider team, we can continue to offer thoughtful, personal advice while helping clients navigate an increasingly complex financial landscape.

Simon Brown, Partner at BpH Wealth Management added:

“Our guiding principle has always been to recommend only the strategies and solutions we would be comfortable giving to our own families. That standard remains the benchmark for everything we do, and it’s one we know AAB Wealth shares.

AAB Wealth’s vision, leadership and track record of successful integrations made it the natural choice. We’re excited about the opportunities ahead for both our clients and our people.”

Jane Smith Financial Planning

Jane Smith Financial Planning was founded in Buckinghamshire in 1994 by Jane Smith, the firm employs 5 people and is now led by her daughter, Nicola Watts, who is a Certified Financial Planner in the firm.

Nicola Watts, Director and Certified Financial Planner at Jane Smith Financial Planning said:

“Joining AAB Wealth gives us the opportunity to further develop the services we offer to clients while preserving the client-first ethos that defines our business. It was important for us to find a strong cultural fit with another Accredited Financial Planning firm that shares our commitment to true financial planning. The scale, infrastructure and continued investment in technology across AAB will enhance the service we provide, while allowing the team here in Olney to remain focused on delivering the high-quality financial planning that sits at the heart of what we do.”

BpH and Jane Smith Financial Planning will rebrand to AAB Wealth following regulatory approval of the deals.

Having now closed 7 growth deals since 2023, AAB Wealth continues to establish itself across the UK as an ambitious personal financial planning business, combining local advisory expertise with national scale and significant investment in its people and technology.

AAB Wealth is consistently recognised as a top-rated firm by VouchedFor, the UK’s leading review site for financial planners and advisers. AAB Wealth has been honoured with the VouchedFor Client Communication Award in 2026 and in previous years the PFS Financial Planning Firm of the Year award.

Further growth initiatives are expected as AAB Wealth continues to pursue its expansion plans.