As part of the deal, Smith Hobbs Wealth Management managing director Matt Smith will be joining the firm.
Smith is a Chartered Fellow of both the Chartered Insurance Institute and the Chartered Institute for Securities and Investments.
He was previously a private banking and advice manager at Lloyds Bank.
“His client-first approach and professional expertise align perfectly with TWM’s ethos of building long-term, trusted relationships,” TWM set out.
The London-based advice firm said that through the acquisition, clients will gain “greater support from a larger, experienced team,…
