Azets Wealth Management has agreed a deal to acquire chartered financial planning firm, Laurus Associates, for an undisclosed amount.
Laurus Associates offers a range of personal and corporate advice on investments, pensions and life assurance.
Established in 2002 by Karen Barwick and Colin Dawson, Newcastle-based Laurus Associates achieved chartered financial planner status in 2009. As part of Azets, clients of Laurus Associates will now have wider access to new services and specialisms
The deal marks the latest growth milestone for Azets, which operates across the UK from hubs in the North East and Scotland. Laurus Associates follows Azets’ recent acquisition of wealth management and chartered accountancy firm, Milne Craig, in Glasgow.
Laurus Associates director, Karen Barwick, said: “We are excited to continue our journey as part of Azets Wealth Management, a company that shares our commitment to building long-lasting partnerships with clients, built on trust and quality advice. This new chapter is an opportunity to provide an even broader range of services and specialist expertise.”
Azets Wealth Management CEO, Mark Parkinson, added: “We’re pleased to welcome Karen, Colin and the team into Azets Wealth Management. Laurus Associates is a firm I have admired for a number of years, as I’m aware many of their clients are referred by the professional services community in Newcastle.
“There is a clear cultural alignment between Azets Wealth Management and Laurus Associates, and their achievements over the past 23 years are outstanding. Our team will benefit significantly from their experience and specialised approach, and we hope that clients of Laurus Associates will feel our commitment to continuity and personalised advice.”
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