Armstrong Watson is pleased to announce the acquisition of Penrith-based financial services firm 3G Financial.
The deal between the two Cumbrian firms took effect on 31 August 2023.
Charles Graves, owner of 3G Financial, decided to take a step back from advising after almost 16 years in business, and 45 years working in financial services.
He felt that Armstrong Watson would be a good fit for his clients, as the firm shares similar values to his own. Armstrong Watson will continue to provide the advice and service that Charles has prided himself on providing over many years, with his ongoing support to ensure a smooth transition for clients.
Armstrong Watson’s long-established financial planning division has been providing financial advice to clients for more than 50 years.
Armstrong Watson Financial Planning Ltd is headed up by Managing Director Stewart Crockett. Across the firm’s 16 offices, he leads a 55-strong team, including 19 Independent Financial Planning Consultants – three of which are based in Penrith, along with Head of Advice Justin Rourke.
As with 3G Financial, Armstrong Watson’s Penrith office, in Penrith 40 Business Park, is well placed to provide clients with the same high-quality service and advice that they have been used to receiving.
Charles Graves said: “Armstrong Watson is a very natural choice – their wealth management and financial services are well respected, and I have confidence that the skilled Penrith team will look after my financial services clients well.”
Stewart Crockett, Managing Director of Armstrong Watson Financial Planning Ltd, added: “With both Armstrong Watson and 3G Financial being long-established firms in the Penrith and Eden areas, we have many mutual client and business relationships and both firms share common values. We look forward to welcoming the clients of 3G Financial and ensuring that they continue to receive the highest quality of financial advice, whilst also benefiting from access to Armstrong Watson’s full remit of services, including personal and corporate tax, alongside our full accountancy propositions as and where required.”