The acquisition marks a strategic step in Advies’ long-term growth plan to expand its financial planning capabilities through the integration of "client-focused" businesses. The deal will strengthen Advies’ advisory proposition and reinforce its presence in the market.

“Advies is built on a strong advice-led culture, robust financials and a clear commitment to delivering lasting value to our clients. Nick's business is a natural fit, sharing our values and client-first approach,” James Wills, partner at Advies Private Clients, said.

Nicholas Trayford's clients will continue to receive his support, now enhanced by Advies’ expanded infrastructure and expertise.

Since its founding in 2006, Advies has established itself as a promient UK independent financial advisor. Combining traditional values with innovative thinking and advanced technology, the firm says it is committed to "delivering high-quality, client-focused advice grounded in integrity, excellence, and independence."

Opera Group
, pending regulatory approval.

This is Opera’s third acquisition; it reflects its commitment to bridging the gap between boutique firms and global operators driven by private equity. It recently acquired Oak and Amber Trust.

HFL, a family-owned fiduciary and fund administration firm in Guernsey, has more than 40 years of experience serving venture capital clients, their investors and private clients. Its B Corporation certification highlights its commitment to sustainability, innovation and building long-term relationships – values that align strongly with Opera’s vision for responsible, values-led growth.

Opera is majority backed by Pula, a family office of Stephen Lansdown CBE – co-founder of Hargreaves Lansdown – and like-minded shareholders, such as Sealyham, the family office of Tom Scott. The acquisition forms part of Project Overture, Opera’s five-year plan based on three transformation pillars: using smarter technology to simplify work and support better service, delivering sustainable organic growth by increasing visibility and brand presence in the market and global expansion through targeted acquisitions.

HFL joins Oak Group and Amber Trust within the Opera portfolio, with further expansion into key markets planned, the firm continued. These acquisitions will enhance Opera’s role in fiduciary, fund and corporate services by bringing in specialist knowledge, innovation and fresh perspectives.

“As a family-owned firm, it was vital for us to remain private and partner with shareholders who share our long-term vision. With Opera and the backing of Stephen Landsdowne – one of the UK’s original tech entrepreneurs – we are entering a new chapter, grounded in continuity but focused on growth and innovation,” Matt Westgarth-Smith, managing director of HFL, said.