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

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