Armstrong Watson buys fellow Cumbrian financial services firm

The deal with 3G Financial took effect on 31 August 2023

Isabel Baxter
clock • 1 min read

Penrith-based Armstrong Watson has acquired local rival financial services firm 3G Financial.

3G Financial is owned and operated by Charles Graves who decided to take a step back from advising after almost 16 years in business and 45 years working in financial services. He will continue to support the Armstrong Watson team to "ensure a smooth transition for clients". Graves said he felt Armstrong Watson would be a good fit for his clients and is confident it will continue to provide the advice and service that he is "proud to have offered for many years". Armstrong Watson's financial planning division, Armstrong Watson Financial Planning, is headed up by managing director Stew...

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Isabel Baxter
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Isabel Baxter

News editor at Professional Adviser

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