HawkinsThomas Makes Strategic Move with Ingram Wealth Management Acquisition
Deal News | Aug 05, 2025 | B Daily
HawkinsThomas Wealth, a Cardiff-based financial planning firm, has successfully acquired fellow Cardiff company, Ingram Wealth Management. This strategic takeover aims to solidify HawkinsThomas' position in the high-net-worth advisory space while signaling its ambition for national growth and job creation. HawkinsThomas hopes to enhance its offerings in succession planning, tax mitigation, and corporate wealth structuring through this acquisition. Aaron Hawkins, a director at HawkinsThomas, expressed excitement about the integration and noted the move is more about increasing the impact on clients than merely scaling the business. Andrew Ingram of Ingram Wealth Management, meanwhile, remarked on the benefits of joining a forward-thinking firm as it seeks to continue client service excellence.
Sectors
- Financial Planning
- Wealth Management
Geography
- United Kingdom – Both HawkinsThomas Wealth and Ingram Wealth Management are based in Cardiff, UK, indicating the geographical focus of the transaction.
Industry
- Financial Planning – The article discusses a transaction involving financial planning firms HawkinsThomas Wealth and Ingram Wealth Management, focusing on advisory services for high-net-worth individuals.
- Wealth Management – The acquisition is centered around consolidating and expanding wealth management services, including tax and succession planning strategies.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| HawkinsThomas Wealth | Acquiring Company | Company | HawkinsThomas Wealth is a Cardiff-based financial planning and advisory firm specializing in high-net-worth asset management. |
| Ingram Wealth Management | Target Company | Company | Ingram Wealth Management is a Cardiff-based firm providing wealth management services, which has been acquired by HawkinsThomas Wealth. |
| Aaron Hawkins | Director | Person | Aaron Hawkins is the director and chartered financial planner at HawkinsThomas Wealth. |
| Andrew Ingram | Founder and Senior Partner | Person | Andrew Ingram is the founder and senior partner of Ingram Wealth Management. |