Rhodes Wealth Management Acquires Alison Gregory Limited

Our Second Acquisition of the Year

We are delighted to share that Rhodes Wealth Management has successfully acquired Alison Gregory Limited, marking our second acquisition of the year. This milestone reflects not only our continued growth, but also our commitment to supporting local businesses and ensuring long-term continuity of care for clients who have trusted their Advisers for decades.

We work closely with business owners who are approaching retirement after a lifetime dedicated to advising and supporting their clients. For many advisers, these relationships extend far beyond professional boundaries, clients often become close friends. Naturally, this makes the decision to sell a business both emotional and deeply personal.

At Rhodes Wealth Management, we understand this completely. Our purpose is to change people’s lives for the better, and a key part of that mission is helping advisers retire with confidence, knowing their clients will continue to receive the highest standard of care. Welcoming Alison Gregory Limited into our business allows us to honour those long-standing relationships while ensuring clients remain in safe, trusted hands.

Growth That Creates Opportunity

As our client base continues to grow, so does our responsibility to deliver exceptional service. To support this, we have made significant investments in our team this year, ensuring we maintain the high standards our clients expect.

We are proud to have expanded our workforce with the following roles:

Operations Manager, bringing valuable expertise to enhance efficiencies, improve processes, and embrace new technologies.

Two Apprentices, joining us directly from A Levels after impressing during work experience placements.

Four Financial Advisers, selected for their enthusiasm, drive, and commitment to excellence, bringing our adviser team to 14 in total, each with their own skills and specialisms.

Marketing Degree Apprentice, joining us mid-degree to support brand awareness, communications, and educational client events on topics such as Inheritance Tax.

Business Development Manager, strengthening relationships with partners and supporting sustainable growth.

These opportunities simply would not have been possible without our acquisitions. Growth allows us to invest in people, nurture talent, and create meaningful career pathways within wealth management.

Our Hiring Philosophy

When we recruit, we look for individuals who are striving to be the best version of themselves, professionally and personally. This approach ensures our clients receive outstanding advice and care, while fostering a team culture that values excellence, collaboration, and enjoyment in what we do.

We are incredibly proud of what we have achieved this year and excited about what lies ahead. Thank you to our clients, Partners, and team members for being part of this journey and for placing your trust in us.

Finally, we would like to wish Alison and Mike every happiness in their retirement. We look forward to building strong, long-lasting relationships with their clients and continuing the exceptional service they provided for so many years.