Kendal-based Financial Management Bureau (FMB) has acquired wealth manager Robert Meacock and Company for an undisclosed sum.
Together, the combined business will provide financial planning and wealth management services to people across Cumbria and beyond.
The deal will see FMB take on Robert Meacock and Company’s 50 clients.
Founder Robert Meacock, who plans to exit the company next year, will oversee the transition of client portfolios as the client director.
Roger Jackson, FMB director of financial planning, said: “It’s great to have Robert working with us, who is such an established and experienced financial planner.
“We can all learn a lot from his high standards and excellent client relationships.”
