We are proud to be a local focussed advice firm offering global investment opportunities for our clients and with our latest acquisition, our reach will now include Plymouth, Cheltenham and their surrounding areas.
Shore Financial Planning are a client led IFA who ensure that their goals are supported with a robust financial plan. The acquisition forms part of our growth strategy to not only add specialist financial advisers, but also to expand our geographical footprint. We already have a national presence with 15 offices throughout the UK.
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.”