UK accountancy firm Newby Castleman has joined forces with fellow Leicester-based GHC Wealth Management to form a new financial services company, Newby Castleman Wealth Management (NCWM).
The firm will provide a range of financial advice on pensions, retirement planning, investment and inheritance tax planning, NCWM said in a statement.
While its accountants specialise in taxation, financial statements and business structures, the financial advisers will look to focus on future investment opportunities, budgeting and financial planning for its clients.
Mike Castleman, partner at Newby Castleman, said: “Having worked closely with this local, highly experienced and well-established firm of financial advisers [GHC Wealth Management], we believe NCWM will offer established clients and brand new customers alike the type of reliable, personal service that has become synonymous with both companies.”
Free clinics
Representatives from both NCWM and GHC Wealth Management will be holding free clinics at the Leicester office on 9 and 14 November, and at its Loughborough office on 12 November.
Paul Harris, director of GHC Wealth Management, said: “We’re delighted to receive the endorsement of such a respected name in accountancy, and we look forward to this shared business endeavour, with Newby Castleman, especially as GHC Wealth Management shares many of their core values, in terms of professionalism, integrity and client trust.”
GHC Wealth Management, authorised and regulated by the Financial Conduct Authority, offers a range of financial planning services to individuals that focus on wealth enhancement and wealth preservation.
