Crewe-based Jones Sheridan Financial Consulting has acquired Congleton-based Wealth and Trustee Management, the latest in a string of UK acquisitions, according to IFAonline.
This deal will increase Jones Sheridan’s funds under management to £350 million and adds an additional 300 new clients.
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As a part of the deal, Jones Sheridan has appointed Jon Hall, who will be responsible for overseeing the smooth transition of the Wealth and Trustee clients.
Jones Sheridan’s expansion began with Warrington-based Kevin Garner Financial Services, followed by the Staffordshire firm Brown & Corbishley Financial Services, Haslington-based Mike Taylor Financial Services, Macclesfield’s Premier Financial Associates and the client base of Peter and Irene Burgess, trading as Harcourt.
David Williams, Jones Sheridan, managing director, said: "We look forward to delivering an exceptional service to all their clients and to continue working closely with Wealth and Trustee during a transitional period of 12 months."
Richard Watson Wealth and Trustee Managing director said: "I was looking to exit the business but wanted to feel confident that my clients would continue to receive the best possible advice and support from a local firm of financial advisers."
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