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UK financial planning firm acquires advice business

It is the company’s first M&A deal


Finura has acquired independent financial adviser firm James Harvey Associates (JHA) for an undisclosed sum.

JHA was founded in 1998 and has around £90m ($127m, €104m) in client assets.

Founder James Harvey and his assistant Jennifer Crane will both join Finura.

This is Finura’s first acquisition, as the company aims to “become the home of choice” for financial planning professionals including “advisers wishing to grow their business and those looking for a succession plan”.

‘Exciting new chapter’

James Herman, founding director at Finura, said: “We are delighted and proud that James chose Finura over several rival firms.

“James and his team bring over 30 years of financial planning experience, strong client relationships and an unwavering commitment to lifestyle and values-based planning; this is the beginning of an exciting new chapter for everyone involved.”

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