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BpH Wealth Management and Jane Smith Financial Planning
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

Original Source

View the original press release or news article describing this transaction in full.

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