AAB has today announced the latest step in its rapid growth journey with the acquisition of Integrity Financial Management in addition to a strategic brand consolidation.
Integrity Financial Management is a trusted financial planning firm renowned for its commitment to evidence-based advice and deep client relationships. This acquisition underscores AAB’s ongoing ambition to expand both their presence and expert offering. Founded by Glenn Brophy in 2004 to provide financial planning advice to families across the South East of England. This deal represents AAB Wealth’s fourth acquisition in the last 15 months as it continues its longer-term momentum to scale rapidly across the UK.
WealthFlow and Magus Wealth both joined AAB during the last 12 months and will be rebranded to AAB Wealth, effective today. This marks the next step in consolidating the AAB financial planning firms under the award-winning AAB Wealth brand.
Clients of WealthFlow and Magus Wealth will benefit from streamlined access to a broader range of services, including personal tax advice, continuing the trust and quality they’ve long expected.
This rebrand reinforces AAB Wealth’s reputation as a national, independent chartered financial planning firm delivering high-quality, evidence-based financial advice to individuals, families, and business owners.
Andrew Dines, Head of AAB Wealth, commented: "Today’s rebranding, combined with the acquisition of Integrity Financial Management, marks an exciting phase in the continued expansion of AAB Wealth. We’re proud to bring our teams together under one distinguished name and combine our talents to deliver even greater value for our clients."
Glenn Brophy, Founder of Integrity Financial Management, said: "Joining AAB Wealth equips our clients and team with unmatched expertise and resources, while preserving the close-knit, client-focused ethos that defines Integrity Financial Management. We have received an extremely positive response from our clients on sharing the news of the deal.”
Duncan Glassey and Helen Learmonth of WealthFlow added: “Rebranding WealthFlow as AAB Wealth is a natural next step after joining the AAB Group in 2024. We’re proud of the relationships we’ve built with clients over the years, and this move allows us to combine that personal approach with the scale, expertise, and resources of AAB. It’s an exciting new chapter that strengthens the support we can provide for our clients’ futures.
Michael Aitken, Founder of Magus Wealth commented: “I’m delighted to see Magus Wealth rebrand as AAB Wealth. This is an exciting step that builds on the strong reputation Magus has created, while opening up even greater opportunities as part of AAB. The team’s commitment to clients remains unchanged, and I’m confident this new chapter will strengthen our client offering and deliver even more value in the years ahead.”
Clients of WealthFlow, Magus Wealth, and Integrity Financial Management will continue to receive the same high standard of service through AAB Wealth. The transition is designed to be seamless, with all teams remaining locally accessible.
AAB Wealth is currently ranked 7th in the Top 100 Financial Adviser Firms for 2024 by FT Adviser. The firm was also honoured with the PFS Financial Planning Firm of the Year award in 2023 and has been recognised as a top-rated firm by VouchedFor, the UK’s leading review site for financial planners and advisers.