WBR Group has acquired the small self-administered scheme (SSAS) book of business operated by Manchester-based financial planning firm Carpenter Rees.
The deal, completed at the end of April, is part of WBR's long-term expansion plans, which have seen the business grow both organically and through acquisitions over the past decade. Carpenter Rees' SSAS client base will transition to WBR Group's dedicated account‑manager model, "ensuring continuity of service alongside access to enhanced technical resources and broader professional support," the firm said. The value of the purchase was not disclosed. Previous acquisitions from WBR include the SSAS books of James Hay and Rowanmoor. WBR Group CEO Tom Moore said: "Our ambition has...
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