Real Wealth completes acquisition of Altrincham-based IFA, Entire FS

Real Wealth is pleased to announce that it has completed on the acquisition of Altrincham based IFA, Entire FS.

Entire FS, led by Jeff Lewtas and Glyn Bottomley, is a respected financial planning business with a strong focus on personal advice, long-term client relationships and high standards of care. These qualities are closely aligned with the values of the Real Wealth community.

The acquisition reflects Real Wealth’s commitment to growing a quality financial planning business with advisers who share a common belief in putting clients first. It also gives Real Wealth a presence in Altrincham, helping the business to service clients across South Manchester and Cheshire.

Real Wealth is not a “consolidator”. The business is not seeking to acquire firms simply for scale. Instead, Real Wealth is focused on selectively bringing high-quality advisers into its community where there is a strong cultural fit, shared values and a commitment to maintaining excellent client outcomes.

“We are delighted to be joining the Real Wealth community. From our early conversations, it was clear that Real Wealth shares our commitment to personal advice, long-term client relationships and doing the right thing for clients.

“This was an important decision for us, and we wanted to make sure that our clients, our professional connections and our team would be supported by a business that shares our values. We are excited about the opportunity this gives us to continue looking after our existing client relationships, while also working with Real Wealth to support the further growth of Entire FS.”

— Jeff Lewtas and Glyn Bottomley, Entire FS

Real Wealth looks forward to continuing to service Entire FS’s existing client relationships and supporting the professional connections they work with, while also supporting Jeff, Glyn and the wider team to grow their client base further.

For retiring IFAs and business owners thinking about succession, Real Wealth aims to provide an exit route that protects their reputation, ensures continuity of care for clients and aligns with the values on which those businesses were built.

“We are really pleased to welcome Jeff, Glyn, their clients and the Entire FS team to the Real Wealth community. Entire FS is exactly the kind of high-quality advice business we want to bring into our community: client-focused, values-led and built on trusted long-term relationships.

“Our growth approach is selective and considered. We are interested in quality advisers who share our commitment to excellent client outcomes. The addition of Entire FS will give Real Wealth a presence in Altrincham, strengthening our ability to serve clients across South Manchester and Cheshire, while supporting the team to continue developing their client base and professional relationships.”

— Mike Toole and John White, Managing Directors of Real Wealth

Real Wealth is also continuing to recruit quality financial planners who want to be part of a values-led advice community.

Advisers or business owners interested in learning more should contact:

Mike Toole
mike.toole@realwealth.co.uk
07515 360061

John White
john.white@realwealth.co.uk
07778 803065