Merseyside-based IFA Gee & Watson (G&W) has bought McEwan Wallace Wealth Management in a multi-million pound acquisition which it says creates the area's second largest firm.
G&W said the combined businesses will employ 30 people and have funds under management of more than £350m. It is G&W's third acquisition within the last five years. The McEwan Wallace Wealth Management brand will be retained and it will continue to operate from its base in Birkenhead. It specialises in retirement planning, inheritance tax mitigation, protection and equity release. G&W managing director Adrian Cleator said: "The acquisition of McEwan Wallace Wealth Management will enhance our network and ability to service even more individuals and businesses in Wirral, across Merseysi...
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