Nottingham-based George Square Financial Management has acquired independent financial advice firm Taylor McGill for an undisclosed sum.
Also based in Nottingham, Taylor McGill offers a range of financial planning services for its 250 private clients. It was founded in 1991 by the company’s directors Simon Taylor and Gerry McGill.
As part of the acquisition, George Square will acquire all of Taylor McGill’s client base and Daniel Taylor will join the team as an IFA.
George Goward, managing director of George Square, said: “This acquisition marks a significant step in George Square’s three-to-five year corporate expansion plans that we set out at the start of 2023.
“I have enjoyed a longstanding relationship with Simon and Gerry for many years now and know too well how tirelessly they have worked over the last three decades to establish and maintain Taylor McGill’s fine reputation.
“Taylor McGill clients can rest assured that they will continue to receive this top level of service from George Square, whilst also benefitting from the additional services we offer, such as independent mortgage advice.
“We are also delighted to welcome Daniel to the George Square team. His extensive knowledge and expertise will help add value to our personal financial planning service offering.”