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

PA360: Advisers urged to harness TikTok as attention spans decline

PA360: Advisers urged to harness TikTok as attention spans decline

'I can see attention spans massively decreasing in the next few years’

Sahar Nazir
clock 26 April 2024 • 1 min read
PA360: Firms must ditch shortcuts to 'organically build team culture'

PA360: Firms must ditch shortcuts to 'organically build team culture'

Firms urged to ‘take time and understand what matters to advisers’

Sahar Nazir
clock 26 April 2024 • 2 min read
Feel Good Friday: Belmayne donates hi-vis vests to primary school

Feel Good Friday: Belmayne donates hi-vis vests to primary school

To help improve the safety of Bradway Primary School’s youngest pupils

Professional Adviser
clock 26 April 2024 • 1 min read