Merseyside IFA agrees early merger

clock •

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...

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

Celtic FP founder launches online admin platform for advisers

Celtic FP founder launches online admin platform for advisers

‘Developed by people who understand the industry’

Jenna Brown
clock 10 November 2026 • 2 min read
Budget BADR changes could drive flurry of advice M&A but unlikely to hit valuations

Budget BADR changes could drive flurry of advice M&A but unlikely to hit valuations

Firms urged not to rush sales

Isabel Baxter
clock 09 November 2026 • 4 min read
Verve Foundation launches financial planning career pathfinder

Verve Foundation launches financial planning career pathfinder

Free tool is for all candidates exploring roles and vacancies

Sophia Panayi
clock 09 November 2026 • 1 min read