Future Wealth Management (FWM) has merged with Frome-based Total Financial Wealth Management.
The deal brings FWM’s assets under management to £300m, and its number of advisers to nine. The firm, which was established in 2021, said it is looking to expand to twelve advisers by the end of the year.
Both firms are appointed representatives of St. James’s Place Wealth Management.
Colin Mould, who runs Total Financial Wealth Management, will join FWM as a partner and will continue to manage the rebranded Frome office.
Keith Tadhunter, senior partner at FWM, said: “Our combined expertise and now wider geography will enable us to share knowledge and further improve our service offering for our existing and prospective clients.
“I am also excited about the additional professional development opportunities this offers for our team.”