Holborn Financial, the Wimbledon-based IFA firm, has acquired Kingsley Financial Management of Whitchurch for an undisclosed sum.

Gunner & Co, the leading broker in the IFA, financial planning and wealth manager space advised Kingsley Financial Management on the deal.

Kingsley was founded by Eamon Keelan nearly 20 years ago and advises some 120 private clients with around £20 million assets under advice. Eamon will be retiring with immediate effect.

Commenting on the deal, Emyr Blease, MD of Holborn Financial said:

” We are delighted Eamon has entrusted the stewardship of his clients to our growing team of financial advisers, paraplanners and administrators. While we are planning to grow our business by acquisition, we will only do deals with retiring principals who uphold our ethos. Eamon has served his clients very well over the years and it is our duty to ensure they continue to receive the best possible advice and service.”

Eamon Keelan added:

“As I planned for retirement I knew I could sell my business easily. However, I have both the statutory duty and also a strong personal desire to ensure that all my clients have a smooth and orderly transition to another highly regarded and respected IFA firm. To this end, I conducted a rigorous selection process.

“After a very diligent search, I agreed terms with Emyr and his team. Holborn Financial is a larger firm with greater resources and also one of only 600 IFAs holding Chartered status. I am confident that the ways of working and investment strategy, which are also closely aligned with my own ethos as well as the strong ethical, moral and personal customer service that will be maintained. “

If you are looking to sell your business, find out more about the selling your business to Holborn Financial (or others) Gunner & Co. can help you. Book a meeting with our Proposition Director Josh here

Gunner & Co. specialise in IFA sales, IFA business sales, retiring IFAs and IFA client bank sales.