Wealth manager RK Shipman acquires C&M Financial Services

C&MFS is managed by Chris Marsham who has built the business over a 22 year period, establishing a client base across the South West and East Anglia. Marsham says he has a large and loyal client base and thought it time to consider his succession planning to ensure continuity of service with quality assurance. "Although I have received some interesting offers from a number of large firms, I was not satisfied that these would satisfy the criteria I had set out. "However, having met RK Shipman, I found a firm with a similar philosophy and business ethos that my clients expect and I w...