Premier WM launches venture with accountancy firm

clock

IFA firm Premier Wealth Management (PWM) has announced a joint venture with Champion Accountants.

The product, entitled Champion Wealth Management, will actively market and provide financial services to the accountancy firm’s clients. PWM’s latest move follows last month’s acquisition of Peter Williams Financial Services, increasing the firm’s client base by 1,300. Adrian Shandley, PWM managing director, says the firm is looking forward to providing a valuable service to Champion's clients. “We have quite a clear strategy in place for growing the business and we are delighted to be working with Champion Accountants,” he says. “Champion Accountants took a great deal of time to decide...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

PA Asks: Has demand for IHT mitigation risen at your firm?

PA Asks: Has demand for IHT mitigation risen at your firm?

This week’s poll also looks at the role of MPS and paperless operations

Professional Adviser
clock 25 March 2024 • 1 min read
FCA urged to prioritise a 'common sense' approach

FCA urged to prioritise a 'common sense' approach

Last week’s PA Asks poll highlights industry’s thoughts on the FCA

Sahar Nazir
clock 25 March 2024 • 2 min read
Advisers overlooking younger clients over asset value bias

Advisers overlooking younger clients over asset value bias

'Young people need to have access to trusted advice'

Sahar Nazir
clock 22 March 2024 • 1 min read