Wednesday, December 14, 2022
HomeFinancial PlanningWestbridge provides 3 hires after Rowanmoor acquisition

Westbridge provides 3 hires after Rowanmoor acquisition

SSAS agency Westbridge Group has added three new hires following the announcement of its acquisition of failed pension agency Rowanmoor’s SSAS enterprise.

Matt Gardiner and Large Witts have joined Westbridge SSAS as account managers, becoming a member of from related roles at Mattioli Woods.

Mr Witts has a Diploma in regulated monetary recommendation.

Mr Gardiner stated: “In addition to finishing up SSAS administration on behalf of a portfolio of purchasers I’m trying ahead to being answerable for mentoring new starters and serving to with the continuing coaching of established group members.”

Sian Shade has joined Westbridge Tax as a senior affiliate from Grant Thornton.

Leicester-based Westbridge not too long ago added workplaces in Salisbury and Bolton following the acquisition of the workers, purchasers, and property of Rowanmoor Govt Pensions’ ebook of three,500 SSAS for an undisclosed sum.

The acquisition is ready to be accomplished by the top of January 2023 when Westbridge will absolutely take over the enterprise. All 97 workers will probably be retained.

The acquisition will embody REPL’s actuarial group who will be part of the skilled companies group at Westbridge.

Earlier than the acquisition Westbridge had a SSAS ebook of round 1,000 schemes.

Westbridge beforehand acquired the SSAS ebook of James Hay in March 2021.

The agency not too long ago shared plans to rebrand its enlarged enterprise in Q1 2023

Westbridge offers specialist tax recommendation and unbiased administration, consultancy and trustee companies for SSASs. It was established in 2016.



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