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Financial planning firm bolsters private client arm with acquisition

By Robbie Lawther, 28 Mar 23

Deal will expand the company’s offering across the south west of England

Map of United Kingdom on digital display

UK legal and financial planning services firm Mogers Drewett has acquired Bath-based Freemans Solicitors for an undisclosed sum.

This is following Shaun Freeman’s decision to retire from the acquired company.

Established in 1999 Freemans Solicitors has developed a specialist private client practice. The acquisition will enable Mogers Drewett to grow its market share in both legal and financial planning services.

Sean McDonough, managing partner of Mogers Drewett, said: “Shaun has a great reputation for delivering a highly specialised and personalised service to his clients, who will now benefit from a wider range of both legal and financial services offered by Mogers Drewett and we look forward to welcoming his clients”

Freeman added: “Mogers Drewett has an excellent private client department and is therefore perfectly equipped to ensure my clients receive the standard of care and level of expertise they need now and in the future, and I shall retire knowing my clients are in safe hands.”

Mogers Drewett offers a range of financial planning and legal services across its offices in Bath, Frome, Sherborne and Wells.

Tags: Legal | UK

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.