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Charles Derby merges with Lighthouse
21
Jul

CMS purchase AssetWise Associates

AssetWise Associates (AWA), a Wingrave-based financial planner, will be joining forces with the CMS group.

The principals of AWA, Debbie and Paul Ormerod, will remain at the company along with the rest of the staff before they being moving into retirement. Ms and Mr Ormerod spoke with optimism about joining the CMS team, following a prolonged, selective search for a company that had a similar culture and client-focused approach: “We had previously interviewed over a dozen companies over the last 2 years, none of whom we felt shared our values in the way CMS do.” 

CMS have also highlighted their “highly selective” standards when it comes to purchasing a firm. In a statement, CMS said: “It was clear from the start that Paul and Debbie cared deeply for their clients and continuity of quality advice. [We] will be welcoming AWA clients into the group and will be spending time ensuring their existing high standards of advice and service continue in the future.”

Gunner & Co. work closely with CMS to indentify merger opportunities. If you would like to know more about CMS contact Joshua.Lee@gunnerandco.com