Oakmere Wealth Management, a St James’ Place partner firm, has acquired David Walsh, a financial planning firm based in Didsbury.
Managing director Carla Brown won SJP’s inaugural Chartered Financial Planner of the Year award last March. At the time, she said that she aimed to double the amount of advisors in the firm within five year.
Ms Brown says: “We are delighted to bring David Walsh and his team on board. This is a significant milestone for Oakmere in terms of our growth strategy and we are confident our clients will continue to benefit from a fully holistic financial planning approach so they can achieve the life they want to live.”
Are you looking to grow your business through acquisition? Gunner & Co. has worked closely with the buying market for more than 5 years, working on hundreds of transactions. Through our bespoke approach to IFA acquisition brokerage we are in a position to uncover the best opportunities out there- Get in touch to see if we can help.