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 con...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
