CARDIFF-based HawkinsThomas Wealth has announced its acquisition of advisory practice Ingram Wealth Management.
As one of the city’s most respected Chartered Financial Planning firms, HawkinsThomas Wealth is known for serving high-net-worth individuals, entrepreneurs, business owners, and CEOs – and this milestone move brings together two like-minded businesses to drive the firm’s long-term growth strategy.
This acquisition signals HawkinsThomas Wealth’s emergence as a growing force in the high-net-worth advice space. For industry professionals, partners, and prospective clients, it reflects a continued dedication to quality, innovation, and values-driven growth in an increasingly complex and fast-paced financial landscape.
With immediate effect, the move will strengthen the Cardiff business’s specialist capabilities in succession planning, tax mitigation, and corporate wealth structuring for both existing and new clients.
In addition, the acquisition will allow the firm to offer deeper technical expertise, and access to a broader suite of bespoke planning tools to a more geographically diverse client base both locally and nationally.
For clients, this latest move reflects HawkinsThomas Wealth’s commitment to providing a new level of expertise and tools that offer clarity, confidence, and control over financial futures.
Meanwhile, clients of Ingram Wealth Management will now gain the backing of a larger, more robust advisory team, expanded investment capabilities, and the proven systems and regulatory infrastructure of HawkinsThomas Wealth. Most importantly, their trusted advisory relationships will remain intact to ensure continuity and care.
Commenting on the acquisition, Aaron Hawkins, Director and Chartered Financial Planner at HawkinsThomas Wealth said: “We’re absolutely thrilled to welcome Andy, Sandra, and the Ingram Wealth Management team to the HawkinsThomas Wealth family.
“This is about much more than scale — it’s about values alignment, professional synergy, and serving our clients with even greater impact.”
Gareth Thomas, Director and Chartered Financial Planner at HawkinsThomas Wealth added: “This acquisition heralds an exciting time for us at HawkinsThomas Wealth.
“As we prepare to enter our next phase of growth and expansion, we are now better positioned to meet the complex and evolving needs of business owners, entrepreneurs and multi-generational families alike.”
Commenting on behalf of Ingram Wealth Management, Andrew Ingram, Founder and Senior Partner, said: “From our very first conversation, it was clear that HawkinsThomas Wealth shared our client-focused approach and commitment to doing things the right way.
“We’re excited to join forces and look forward to continuing to serve our clients with the same care and diligence — now with the resources of a forward-thinking and highly regarded firm behind us.”
As HawkinsThomas Wealth looks ahead, this milestone move sets the foundation for the firm’s long-term growth and expansion. With its sights now set on adviser recruitment, job creation, and national expansion, this acquisition will enable the firm to help more high-achieving individuals, families, and businesses in Wales and throughout the UK.
