Financial planning-led wealth manager atomos is growing its footprint with the acquisition of two advice firms.
Shore Financial Planning and Define Wealth have become part of Atomos Financial Planning Ltd.
Plymouth-based Shore Financial Planning was founded by Jon and Alison Treharne. This acquisition expands atomos’ presence in the Devon and Cornwall areas.
Define Wealth in Reigate, Surrey was set up by Simon Wood-Woolley. Also joining will be Tim Johnson who has long experience serving high-net-worth clients in the South East.
The two businesses will be fully integrated into atomos by the end of Q1 2024.
These acquisitions form part of atomos’ growth strategy to not only add specialist financial advisers, but also to expand its geographical footprint. atomos already had a national presence with 15 offices throughout the UK as it works to bring its high level of service to more people across the country.
Christopher Kraft, Chief Commercial Officer, atomos, said: “We are delighted to welcome the highly experienced teams at Shore Financial Planning and Define Wealth into the atomos fold. We see strong alignment in our philosophies and ways of working which make the businesses a good fit. This is an exciting time for atomos as we scale up and grow.”
Jon Treharne, Managing Director at Shore Financial Planning, added: “Our business has been built on long-term relationships of trust, and atomos shares this ethos. We are excited to join a firm with a strong South of England group of offices which is also a modern and progressive business, which matches our values.”
Simon Wood-Woolley, Managing Director at Define Wealth, said: “With Define joining atomos, we feel we are now part of a larger organisation with even greater resources and a shared ethos, while retaining the client-focused approach which stays true to who we are at the heart of the business. We think this will bring many benefits to our clients and allow us to grow and secure our business for the future.”
