ARW Wealth Managers joins the Group

We’re pleased to announce the acquisition of ARW Wealth Managers Ltd and welcome their team to the Group.

The deal will see the team at ARW move into our head office, benefitting from the additional support of the wider group, while retaining the ARW Wealth Managers company name.

Bernard (Bernie) Whitbourn and Ian Roberts, Financial Advisers and Directors, and Adele Whitbourn, Financial Planner Assistant, will continue to service their clients confident in the enhanced service levels they can offer as part of ABG.

Ian said of the acquisition, “The opportunity to join [ABG] was very much a case of right place and right time. Bernie and I can now get back to focusing on our client’s needs, while we can relax knowing we have a huge team behind us to help manage the day-to-day running of the company. We’re confident the Group will provide continuity of service and an easy transition for our clients when we choose to retire.”

John Pullin, Director at Alan Boswell Financial Planners reiterated the positives for both companies, “As soon as we met the team at ARW we knew they would be a great fit. They have years of experience, a fantastic client base and, culturally, they have the same approach as us; truly independent and completely client focused.”