Lyon Griffiths Financial has joined chartered financial planner, Wealth Experts, with the two firms focusing on enhancing their services to ensure clients meet their financial goals.
The agreement is paired with Lyon Griffiths Financials’ commitments to investing in technology.
Wealth Experts said that the new partnership with the wealth management specialist, based in Nantwich, will increase its presence across Cheshire and the North West, expand its team of financial planners and support its growth plans.
The move will also open up opportunities for the Nantwich team to heighten the advice and services delivered to clients through increased investment in training, development and wellbeing opportunities.
Director at Lyon Griffiths Financial, Richard Bennett, will continue to lead the Nantwich team, with managing directors at Wealth Experts, Paul Darley and Terry Hewes, heading up the team at the Stoke-on-Trent headquarters.
Bennett said: “Just like Lyon Griffiths Financial, Wealth Experts focus on more than just a clients finances, but their future. Our commitment to enhancing the service we offer to clients is always at the forefront of everything we do and joining a City Wire Top 100 team definitely allows us to achieve this. We can’t wait to start working with Darley, Hewes, and the rest of the team.”
Darley added: “Coming together was an easy decision for us, as it allowed us to increase our presence, grow our experienced team of advisors and build on the ambitious plans we have for the business.”
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