Moore Kingston Smith expands financial planning team with two acquisitions
Moore Kingston Smith LLP, a leading multi-disciplinary professional services firm, has grown its financial planning team with the strategic acquisitions of CMIS Independent Financial Advisors Limited (CMIS) and Augustine Financial Planning.
The services provided by CMIS and Augustine mirror those of the firm’s existing financial planning team, further strengthening its tailored financial planning offering to individuals, trustees and businesses. Along with the Moore Kingston Smith team, both firms also have corporate Chartered status, signaling their commitment to professional standards.
CMIS was established in 1988 by David Boone and Stephen Dean, who join Moore Kingston Smith with their operational team of three. This addition further bolsters the firm’s expertise and resources, while broadening its client base.
Meanwhile, Augustine Financial Planning brings over 40 years of expertise in financial planning, wealth management and tax planning. Its strong team of four financial advisers, supported by four operational team members, creates bespoke strategies to help clients achieve their financial goals. The firm provides services including investments, retirement planning and estate planning.
Augustine also introduces family office services to Moore Kingston Smith, an area the teams will expand together. This complements the breadth of expertise across Moore Kingston Smith and the Moore Global network, enhancing the firm’s ability to deliver comprehensive, client-focused financial planning.
Matt Meadows, managing partner of Moore Kingston Smith said: “We continue to build a robust, multi-disciplinary firm that’s well-equipped to understand and support our clients’ diverse needs and ambitions, now and in the future. By strengthening our financial planning team, we’re even better positioned to help individuals and businesses set and achieve clear goals, providing expert guidance and solutions for their financial futures.”
David Boone, director & chartered financial planner at CMIS said: ”In Moore Kingston Smith, with whom we have worked for over 20 years, we are joining a leading firm that shares our values, ethics and a personal, client-centric approach to financial planning. We will have wider operational support, meaning we can dedicate the majority of our time to our clients. This aligns perfectly with Moore Kingston Smith’s passion for truly understanding their clients. Clients will also gain access to wider services and resources, while continuing to receive the high-quality, personalised advice they have come to expect.”
Richard Read, managing director at Augustine Financial Planning said: “This is an exciting move for our team, as joining Moore Kingston Smith opens the door to new capabilities, broader expertise and greater resources, all of which will benefit our clients and our people. Combining our innovation, talent and expertise with theirs will bring fresh perspectives and great collaborative energy to our teams, which will enhance our ability to deliver even more value to our clients.”
Moore Kingston Smith is the first UK accountancy firm to receive PE investment to fund its M&A programme while retaining its coveted partnership status. Following its 2024 acquisitions of Shipleys, WMT and Moore Northern Ireland, 2025 has seen it acquire CBW Recovery as well as CMIS and Augustine, which is the latest carefully selected team of specialists to join the growing firm.