We are proud to be a local focussed advice firm offering global investment opportunities for our clients and with our latest acquisition, our reach will now include Reigate and the surrounding areas.
Define Wealth was set up by Simon Wood-Woolley who will be taking on the role of Financial Planning Director at the offices in Surrey. Also joining us will be Tim Johnson, who has considerable experience serving high-net-worth clients in the South East.
The acquisition forms part of our growth strategy to not only add specialist financial advisers, but also to expand our geographical footprint. We already have a national presence with 17 offices throughout the UK.
Christopher Kraft, Chief Commercial Officer, atomos, said: “We are delighted to welcome the highly experienced teams at Define Wealth into the atomos fold. We see strong alignment in our philosophies and ways of working which make the businesses a good fit. This is an exciting time for atomos as we scale up and grow.”
Define Wealth managing director Simon Wood-Woolley added: “With Define joining atomos, we feel we are now part of a larger organisation with even greater resources and a shared ethos while retaining the client-focused approach, which stays true to who we are at the heart of the business. We think this will bring many benefits to our clients and allow us to grow and secure our business for the future.”