Crewe-based Jones Sheridan Financial Consulting has purchased Congleton-based Wealth and Trustee Management, the latest in a string of recent acquisitions.
Jones Sheridan's acquisition trail began with Warrington-based Kevin Garner Financial Services, followed by Staffordshire-based Brown & Corbishley Financial Services, Haslington-based Mike Taylor Financial Services, Macclesfield's Premier Financial Associates and the client base of Sandbach-based Peter and Irene Burgess, trading as Harcourt. This latest acquisition increases Jones Sheridan's funds under management to circa £350m and adds an additional 300 new clients. Wealth and Trustee Managing director Richard Watson said: "I was looking to exit the business but wanted to feel confide...
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