Mortgage and protection advice provider Pivotal has bolstered its regional presence with the acquisition of two brokerages operating across the south east of England.

The company has bought Purely Financial Planning and KMC Financial.

Purely is based in Walton‑on‑Thames and was established in 2014 by Duncan Hodgson and Andrew Glover.  KMC Financial, meanwhile, is based in East Grinstead, West Sussex and led by Kevin Orchard, who will continue to head the business following completion. 

Mayank Prakash, group CEO of Pivotal, said: “KMC Financial and Purely Financial Planning are both well-run businesses with strong leadership teams and a shared commitment to delivering excellent client outcomes.

“These acquisitions reflect our continued focus on partnering with entrepreneurial brokerages that value quality and long‑term growth. Pivotal is set up to support firms like KMC Financial and Purely with additional resources and regulatory expertise, enabling continued growth while preserving the entrepreneurial autonomy with shared values that underpin our future success.”

Long-term perspective

Duncan Hodgson and Andrew Glover, directors of Purely Financial Planning, said that Pivotal’s approach strongly aligned with their own. “The group’s long‑term perspective, coupled with the support of John Charcol’s experienced management team, will enable us to continue growing the business while maintaining the culture, values and client‑focused approach that are central to Purely.”

Meanwhile, Kevin Orchard, managing director of KMC Financial, said that joining Pivotal represented a natural next step for KMC Financial. “Pivotal’s long‑term mindset and respect for entrepreneurial leadership were key factors for us. By joining forces, we can continue putting our clients first with quality advice, while gaining access to the scale and support that comes with being part of a larger group.”