Ludlow Wealth Management has welcomed two further Independent Financial Adviser businesses into its group.
Continuing with aplanned North West expansion, March saw Ludlow completing the merger with Marc Chettoe, based in Poulton-le-Fylde, and Wrexham based Ethical Financial Consultants.
Both of these well respected businesses have built up a significant and loyal client base over the years but latterly they have been seeking a suitable partner with which to merge in order to provide a better, more comprehensive level of service.
The decision to merge with Ludlow was made easier having seen how successful mergers between Ludlow and other sole traders have been over the past 12 months.
Bill Kelleher, owner of Ethical Financial Consultants, has also seen this as an opportunity to enjoy an early retirement which is fabulous for him and we wish him well.
Those clients joining Ludlow from Chettoe and Ethical will benefit from access to a diverse range of independent financial and investment expertise delivered by highly experienced and qualified consultants who operate from Ludlow’s head office in Southport and branch offices in Fylde and Longridge. A designated Cheshire based consultant will also be involved in helping clients to make the transition.
In addition to maintaining the quality management of current clients’ affairs, the next few months will also be spent to talking to new clients and ensuring a smooth transition.
These mergers see Ludlow now handling an investment portfolio of more than £200 million from its offices in Southport (Head Office), Lytham St Annes, Longridge and Blackburn. The company delivers a comprehensive service of independent financial and investment advice to both private and professional clients across the North West.