Wilton, the Mayfair adviser, have announced that their pensions services arm, Hartley, has recently acquired the pension book of Leicester-based Greyfriars Asset Management LLP for an undisclosed sum. The agreement will add almost £0.5 billion in assets to the Mayfair-based professional services firm as they continue to diversify their traditional services offering with the expansion of their pensions profile.
Since the acquisition of Hartley in 2015, the pensions arm of Wilton has now further added to their recent expansion; Hartley have been dedicated to investing and developing a state of the art client portal to be featured on their website. The portal will allow clients full online access to their SIPPS and to other low cost platforms.
Denis McHugh, CEO of Hartley Pensions had this to say: “We have always been fully focused on our clients and the services we offer. Each client is assigned their own highly qualified pension administrator who will be able to offer assistance and answer any queries during the transfer.”
The transfer and the changes will not have any impact on the investments, administration, reference numbers, contact details or fees for former clients of Greyfriars.
The group’s Founder and Managing Partner, Tony Flanagan commented on the recent acquisition saying, “We have continued with our plans to grow a broad-based financial services business so that we can provide our clients with a much wider range of attractive financial solutions to choose from”.
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Gunner & Co. work with IFAs looking to sell their business, and can give you more information if you wish – contact louise.jeffreys@gunnerandco.com
