We are pleased to announce that Kingswood has agreed terms to acquire two further bolt-on acquisitions, JCH Investment Management and Employee Benefit Solutions taking the number of acquisitions in 2022 to nine. The acquisition of JCH Investment Management remains subject to regulatory approval.

JCH Investment Management is a Lincolnshire based financial advisory business managing over £100m of assets under advice on behalf of 240 clients. The business will be merged with Kingswood’s existing operations in Lincolnshire, consolidating its position in the local market and creating a scalable hub from which to continue growth.

Employee Benefit Solutions builds out Kingswood’s presence across Buckinghamshire in a strategic commuter belt location, adding a further three advisors and £135m assets under advice. The business is a long standing client of IBOSS, which Kingswood acquired in early 2022, with this increasingly presenting attractive acquisition opportunities for the group.

Collectively, these acquisitions build out Kingswood’s geographical profile and expand its offering through increasing the client facing advisory team to over 100 people and funds under advice/management to over £8 billion across both the UK and Ireland. Total assets under advice for Kingswood Group now total over £10bn.