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Capital and Trust - March 16, 2022 - 0 minute read

Unique Financial Planning has purchased Gerrard Byrne Financial Services, who are based in Watford and provide financial planning, investment, and wealth management services for both individuals and corporates. They are both part of The Openwork Partnership.

Gerrard Byrne Financial Services was founded in 1992 by the late John Byrne, when John passed away his wife Caroline took over the business. Unique Financial Planning will take over its running from Caroline, the business will retain its current office and team of advisers, before being incorporated into the Unique Financial brand in the near future.

Unique Financial Planning sees its team expand to more than 30 advisers across six locations in Surrey, Oxfordshire, Hertfordshire, Hampshire and Devon, and increasing its assets under influence to approximately £800m.

CEO of  Unique Financial, Stewart Williams, said: “We are honoured to have been charged with looking after the legacy John Byrne worked so hard to build over the last 30 years. The firm’s long-standing bank of clients and talented team speaks for itself.”

If you’d like a confidential, obligation-free discussion about selling or acquiring a Wealth Management / Asset Management business, please click here, alternatively contact us on 0207-043-4300 or email us.

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