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Selling your financial planning business
17
Mar

SJP partner purchases Didsbury adviser

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.”

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