London-based NLP Financial Management has merged with Hertfordshire-based IFA Birchwood Investment Management to form a new group that manages over 2,000 clients and £550m of assets under advice.
Following the merger, NLP and Birchwood will continue to operate as separate companies based in London and Hertfordshire respectively.
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However, the two companies will combine their expertise and resources to better service the newly-formed group’s clients.
As part of the merger, the combined group will have 14 advisors, eight from NLP and six from Birchwood.
Lee Pittal, COO of NLP, said: "Our plans will be to expand and deepen our investment research operation, streamline and improve our administration processes and introduce new services to clients where appropriate."
Trevor Simms, managing director at Birchwood, said: "The servicing strength and technical expertise of NLPFM should enable new and exciting services to be offered to our clients and further increase the service offering across the group as a whole."
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