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One mid-tier firm has announced a financial advice firm has joined its network, in a bid to up its national presence in the wealth management space.
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‘New and significant’ merger for mid-tier
14 November 2016
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Late last week, HLB Mann Judd announced that Sovereign Plus has joined its Perth division of accountants and advisers.
Sovereign Plus has been in the market for over 20 years and provides a holistic range of services, including investment advice, estate planning and tax advice.
Perth HLB Mann Judd managing partner Norman Neill intends for the “new and significant” partnership to significantly broaden the reach of the mid-tier, particularly in the Western Australian market.
“Our current strong audit, accounting and business advisory services will be complemented by an expanded wealth management offering,” said HLB Mann Judd's WA wealth management head Peter Speechley.
“The two firms have a compatible approach to client service, with a commitment for first-class advice and a hands-on approach to assist clients realise their individual financial goals,” Mr Speechley added.
Sovereign Plus founder and chief executive Marie Richardson will oversee the transition and continue to be involved with client service.
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“I selected HLB Mann Judd wealth management after a thorough review of other businesses in the marketplace. The enthusiasm and professionalism of the wealth management staff and partners was a key factor, and a longstanding association in the volunteer space gave the deal a special level of familiarity and trust,” Ms Richardson said.
“I have been asked by clients over the years about what happens if anything happens to me, and I can cheerfully say that they will now be in terrific hands, albeit I am not leaving just yet,” she added.
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