Thursday, 29 November 2018 09:00

Expanding Quilter acquires three Financial Planning firms

Rate this item
(0 votes)
Dominic Rose Dominic Rose

Quilter Private Client Advisers has snapped up three more Financial Planning firms, as it continues its expansion.

Quilter revealed it has bought Eastgate Financial Management, Holdaway Johnson and Clive C Aitkenhead Financial Consultant, taking the number of firms acquired this year by the national advice business to 11.

Clients of Cheltenham-based, Eastgate, will be serviced from Quilter Private Client Advisers’ Birmingham office, while Holdaway
Johnson, based in Surrey, will be aligned to the London office.

 

Clients of Blackburn-based firm, Aitkenhead, will now be serviced by Quilter Private Client Advisers’ Chester office.
David Irving, Clive Aitkenhead and Charles Holdaway, the respective owners of Eastgate, Aitkenhead and Holdaway Johnson will each retire after helping with the “smooth transition” of the businesses to Quilter Private Client Advisers.

Dominic Rose, strategy and acquisitions director at Quilter Private Client Advisers, said: “We are pleased to be able to continue to expand our regional offices with the acquisitions of these three excellent businesses.

“Each one fits well with our business and culture and we look forward to continuing to give David, Clive and Charles’ clients the quality, face-to-face Financial Planning they are used to.

“Given we now have a proven track record, we are seeing increasing numbers of firms approaching us directly and we expect to complete on further acquisitions before the end of the year.”

Charles Holdaway, founder of Holdaway Johnson, said: “After many years looking after my clients’ needs, I am delighted that they will continue to receive excellent service a local level backed by the national expertise of Quilter Private Client Advisers.”  

Clive Aitkenhead, founder of Clive C Aitkenhead Financial Consultant , said: “I spent two years considering the sale of my business and I chose Quilter Private Client Advisers because we share the core belief of having a focus on long-term client relationships and they are well resourced to ensure the clients will be in good hands long into the future.”

David Irving, founder of Eastgate Financial Management, added: “It was important to find a firm with a very clear strategy for integrating the business to minimise any disruption for clients and I am delighted to have found that in Quilter Private Client Advisers and look forward to helping with the transition.”

 

FREE. Get more stories like this daily to your inbox. Unsubscribe at any time. Sign up now.

FINANCIAL PLANNING JOBS - Advertise your vacancy from £99 ex VAT
Reach 12,000+ professionals by advertising your vacancy with us. Set up an account and post your job the same day. Big savings for advertising 2 or more vacancies.
Special Offer: Use code 'FPJSaver10' on checkout to save on selected packages. Click for details:
jobs.financialplanningtoday.co.uk/