During our more than 30 years trading as Chartered Accountants and Business and Tax advisers we have frequently been asked whether we could provide financial advice of one sort or another. Previously the response has been no, but we built up a strong network of third-party financial advisors who have helped our clients with all kinds of financial advice such as investments, pensions, protection and mortgages. In recent times, however, we have seen the number of independent financial advisors (financial advisors who go to the whole market rather than a few selected providers) decline and we now find that most financial advisors are tied.
For Andrew and Mark having a financial services arm is the missing part of the jigsaw. We can make sure your business and personal tax affairs are well cared for and help your businesses grow. However there is more to financial advice than just business and tax advice. There is the whole area of building financial wealth, protection and mortgages. For us it has been about completing the circle and being able to provide our clients with a solution for all their financial needs.
Andrew and Mark are delighted to announce the launch of our new sister company, Friend & Grant Wealth Management Ltd, a firm of independent financial advisors.
The new company has been formed in collaboration with Guy Edmeades-Stearns and Graham Wakeman who are both directors of the company and shareholders along with Andrew and Mark. Guy and Graham bring with them a significant network of contacts and Guy has had extensive experience in growing a financial services business. Guy was previously a founder of Charles Derby Group, a financial services business which Guy helped grow to over 200 financial planners. The company was sold to Quilter Financial Planning in February 2019.
Mark has worked extensively with Guy and Graham for many years and they share his desire to build a firm giving individuals and companies the best possible independent financial advice. Over the last few months we have scanned the market and linked up with 2plan wealth management Ltd who are a national network of financial advisers. Our sister company, Friend & Grant Wealth Management Ltd, is an appointed representative of 2plan wealth management Ltd which means they can provide independent financial advice.
In addition to Guy and Graham we have a new team headed by Heath McFarland, an experienced independent financial advisor, who we have worked with for several years and will already be known to many of you. The team also includes Jo Fenton, our administrator, who is currently training up to become an independent financial advisor.
This is only the start! At present we will be concentrating on investments, pensions and protection but we are in the process of recruiting other financial advisors to provide our clients with a comprehensive service. Over the coming months we will launching a brand new website for Friend & Grant Wealth Management Ltd and the new company will be holding a series of special events so please keep a look out for details.
If you are looking for protection (life insurance, critical illness cover, permanent health insurance etc…) or investments (pensions, investment funds, ISAs etc….) then why not call Jo on 01474 619620 to discuss your affairs and arrange a free meeting.
In the photo are standing Mark, Andrew, Guy and Heath and seated Jo.
The content in this article is correct as at 27 August 2022. See terms and conditions.