HOLBORN FINANCIAL ACQUIRES GARY COOK FINANCIAL SERVICES
Capital and Trust - April 21, 2023 - 0 minute read
Holborn Financial, the Wimbledon-based IFA firm, has acquired the business of a retiring IFA, Gary Cook, principal of IFA firm Gary Cook Financial Services of Maidstone, Kent for an undisclosed sum.
Commenting on the deal, Emyr Blease, MD and founder of Holborn Financial said:
” Our aim is to expand in a measured and cautious way. We are keen to acquire the businesses of IFAs who are planning to retire. Many IFAs started their careers in the corporate world, working for banks, large investment, life and pension firms, before deciding to set up on their own. That is the path I took. I understand how these entrepreneurs, unfettered by corporate life, found the freedom to build businesses based on the highest possible standards of service, leading to lasting relationships with clients.
“When the time comes to retire, the overwhelming concern is that the clients are well looked after. We are delighted that that concern was fully addressed and that Gary chose Holborn Financial.”
Gary Cook added:
” I undertook much research and interviewed a number of would-be buyers of the business which I had built up over the years. After much consideration, I agreed terms with Holborn Financial. It is a larger family-based, independent Chartered Financial Planning firm, with greater resources and an existing presence in Maidstone.
” I am extremely confident that my former clients will build successful relationships and receive a comprehensive and trustworthy service from a team of highly qualified, young and experienced advisers, that prides itself on a personal service tailored to clients’ requirements.”
In May 2021 Holborn Financial acquired Nigel Field Financial Services of Maidstone, Kent.
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