Newcastle’s Tait Walker acquires over 200 new clients and strengthens wealth management team

Tait Walker has acquired clients from Haltwhistle-based Hadrian Financial Services in a move that will expand the firm’s regional reputation as a wealth management specialist.

The acquisition will see more than 200 clients transfer to the company’s 30-strong Tait Walker Wealth Management (TWWM).

Stretching from North of the Tyne to Cumbria, clients joining Tait Walker will benefit from the expertise of the firm’s wealth specialists.

TWWM’s independent financial planners provide advice to clients across the region in both Business and Personal capacities; including Investment advice and pension planning.

Mark Parkinson, managing partner of TWWM team, said: “I’m delighted to welcome new clients to the firm and look forward to building strong, and lasting relationships with our teams in Newcastle and Cumbria.”

Established in 1937, Tait Walker is the largest independent accountancy practice in the North East, now employing 155 staff following many new appointments as the firm continues with its recruitment drive.

Angus Makepeace, director at Hadrian Financial Services, added: “I’m really pleased to be introducing our clients to Tait Walker, which shares Hadrian’s values and principles and will offer our clients continuity and ongoing service from a trusted, reliable financial planning business.”

 

Bdaily article

Leave a
comment

Read more posts

Atlas Cloud conduct large working…

26.05.2020

More than half of office workers believe their company should do more to help them work from home during the coronavirus crisis. One of the largest surveys of the working…

Read more

Regional experts advise on another…

26.05.2020

Legal and accountancy experts from two leading North East independent businesses have helped Newcastle-based Orchard Information Systems to join forces with a global software leader. Orchard, a leading provider of…

Read more

Sunderland College continues to deliver…

21.05.2020

Sunderland College is delivering vital remote speech and language sessions during lockdown to students with SEND and their families. Speech and Language Therapist Nicola Gallagher, who is a member of…

Read more

@DigiCatNETV are running a virtual event featuring some of the best immersive tech experts in the North East, to help brands explore how #immersivetechnologies such as #VirtualReality can be used to build company reputation and engage with new audiences bit.ly/3bAIlHY

Join our
mailing list