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ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

UK financial services firms merge

By Robbie Lawther, 3 Nov 20

Deal will allow the businesses to expand their wealth management and tax planning operations

Yorkshire-based firm Harris Lacey and Swain has merged with Holdstock Nicholls Train & Co, based in Hull.

With greater knowledge and experience across all areas of business, the firms will “expand their wealth management, specialist tax, and personal tax planning services”.

It will also take steps towards the “development, expansion, and implementation of innovative new technologies”.

The firms said that the merger “has the opportunity to retain valuable and talented members of staff, offering more services as part of a coordinated growth strategy”.

Richard Lacey and fellow Harris Lacey and Swain partner Richard Tucker will be joined by Holdstock Nicholls Train & Co founding partners Mike Holdstock and Paul Train.

The financial terms of the deal were not disclosed.

Tags: UK Adviser | Wealth Management

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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.