UK-based wealth manager jonathanfry has purchased the advisory business of Norwest Consultants for an undisclosed sum.
Harry Katz, who has run Norwest Consultants for over 25 years, has decided to retire but will continue to work as a consultant for jonathanfry to ensure a smooth transition for his clients.
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Additionally, Jonathanfry is currently in the process of merging with advice firm Easby Gale and Phillipson. The merged firm will be known as Gale & Phillipson and will have offices in London, Newcastle, Northallerton and Richmond (North Yorkshire).
jonathanfry said it has ambitious expansion plans through organic growth and through acquisition.
jonathanfry CEO David Carr said: ". He clearly understands how to treat customers fairly, gives an excellent service and generates client loyalty. His decision to entrust his clients with us helps to validate the work we have done in building our own client proposition."
jonathanfry provides independent advice as well as wealth management services including financial planning advice, discretionary investment management, advisory investment management and cash management service Dynamic Cash Management.
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