Merseyside IFA agrees early merger

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North-west financial adviser Ludlow & Co has agreed an early merger deal with Chris Dewhurst Financial Planning.

The decision was taken prematurely due to Chris Dewhurts's growing health problems. "My clients have been so supportive of my illness and shown considerable loyalty, but at the end of the day they are trusting my company with their future," he says. The deal, official from 1 July, will boost Ludlow's client base, which already tops 1,500 and entrusts the firms with more than £150m worth of funds. Longridge will retain its staff and office in Longridge and will be headed by senior financial planning consultant Sarah Lees, who has been with Ludlow's from its launch 16 years ago. "We b...

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