Financial adviser Gee & Watson has acquired a fellow Wirral-based financial adviser McEwan Wallace Wealth Management in a multimillion-pound deal.
The combined entity’s funds under management is expected to exceed £350m with a team of 11 wealth management professionals.
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McEwan Wallace Wealth Management, which operates out of Birkenhead, will continue to trade under the same name from its premises in Lorn Street following the acquisition.
Gee & Watson managing director Adrian Cleator said: “This is a significant development for Gee & Watson. Without doubt McEwan Wallace Wealth Management was a natural choice to support our continued growth. The acquisition will enhance our network and our ability to service even more individuals and businesses in Wirral, across Merseyside and beyond.”
Paul Cochrane, a former director of McEwan Wallace Wealth Management, said: “We have developed an exceptional client base and are proud that we have achieved £120m of influenced funds. The team at McEwan Wallace Wealth Management is delighted to be starting this new chapter with such a well-regarded and ambitious business.
“Bringing together the two businesses and sharing our expertise will greatly enhance the client experience and enable us to offer a wider range of services to both existing and new clients.”
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