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Value £2,500,000,000
BpH Wealth Management and Jane Smith Financial Planning
M&A Exit
Exited £500m+
Financial Services
Published 25 May 2026
Summary
AAB Wealth has acquired BpH Wealth Management and Jane Smith Financial Planning, expanding its assets under advice to £2.5 billion.
Summary of transaction details:
- Value: £2.5 billion
- Sector: Financial Services
- Advisor: Not disclosed
- Key Entities: AAB Wealth, BpH Wealth Management, Jane Smith Financial Planning
- Location: UK
Note: This acquisition marks another major milestone in AAB Wealth's growth journey, demonstrating the strength of its proposition and the demand for a modern, progressive personal financial planning business.
Lead Investor / Acquirer
AAB Wealth
Advising Broker
Undisclosed Firm
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Exited prioritisedOriginal Source
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