Suttons IFA is delighted to announce that we have acquired Wilmslow-based KSP Financial as it continues to expand across the north west.
KSP Financial advises clients across Cheshire and surrounding counties on pensions and retirement planning, financial planning, investments and life insurance.
The firm, which was founded in 2019 and has £10m of assets under management, is headed by Keith Phillips, will remain as a consultant following the transaction.
Ben Preston commented: “𝐾𝑒𝑖𝑡ℎ ℎ𝑎𝑠 𝑑𝑒𝑣𝑒𝑙𝑜𝑝𝑒𝑑 𝑎 𝑠𝑡𝑟𝑜𝑛𝑔 𝑎𝑛𝑑 𝑙𝑜𝑦𝑎𝑙 𝑐𝑙𝑖𝑒𝑛𝑡 𝑏𝑎𝑠𝑒 𝑎𝑡 𝐾𝑆𝑃 𝐹𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙, 𝑎𝑛𝑑 𝑤𝑒 𝑎𝑟𝑒 𝑡ℎ𝑟𝑖𝑙𝑙𝑒𝑑 𝑡𝑜 𝑤𝑒𝑙𝑐𝑜𝑚𝑒 𝑡ℎ𝑒𝑚 𝑡𝑜 𝑆𝑢𝑡𝑡𝑜𝑛𝑠.
𝑊𝑒’𝑟𝑒 𝑎𝑙𝑠𝑜 𝑝𝑙𝑒𝑎𝑠𝑒𝑑 𝑡ℎ𝑎𝑡 𝐾𝑒𝑖𝑡ℎ 𝑤𝑖𝑙𝑙 𝑐𝑜𝑛𝑡𝑖𝑛𝑢𝑒 𝑤𝑜𝑟𝑘𝑖𝑛𝑔 𝑤𝑖𝑡ℎ 𝑢𝑠, 𝑒𝑛𝑠𝑢𝑟𝑖𝑛𝑔 𝑐𝑜𝑛𝑡𝑖𝑛𝑢𝑖𝑡𝑦 𝑓𝑜𝑟 ℎ𝑖𝑠 𝑐𝑙𝑖𝑒𝑛𝑡𝑠 𝑎𝑛𝑑 𝑎 𝑠𝑚𝑜𝑜𝑡ℎ 𝑡𝑟𝑎𝑛𝑠𝑖𝑡𝑖𝑜𝑛.
𝑇ℎ𝑒𝑦 𝑤𝑖𝑙𝑙 𝑐𝑜𝑛𝑡𝑖𝑛𝑢𝑒 𝑡𝑜 𝑟𝑒𝑐𝑒𝑖𝑣𝑒 𝑡ℎ𝑒 ℎ𝑖𝑔ℎ 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑 𝑜𝑓 𝑎𝑑𝑣𝑖𝑐𝑒 𝑡ℎ𝑒𝑦 𝑣𝑎𝑙𝑢𝑒, 𝑛𝑜𝑤 𝑠𝑡𝑟𝑒𝑛𝑔𝑡ℎ𝑒𝑛𝑒𝑑 𝑏𝑦 𝑜𝑢𝑟 𝑤𝑖𝑑𝑒𝑟 𝑒𝑥𝑝𝑒𝑟𝑡𝑖𝑠𝑒 𝑎𝑛𝑑 𝑟𝑒𝑠𝑜𝑢𝑟𝑐𝑒𝑠, 𝑎𝑛𝑑 𝑤𝑒 𝑙𝑜𝑜𝑘 𝑓𝑜𝑟𝑤𝑎𝑟𝑑 𝑡𝑜 𝑠𝑢𝑝𝑝𝑜𝑟𝑡𝑖𝑛𝑔 𝑡ℎ𝑒𝑚 𝑓𝑜𝑟 𝑚𝑎𝑛𝑦 𝑦𝑒𝑎𝑟𝑠 𝑎ℎ𝑒𝑎𝑑.
𝑇ℎ𝑖𝑠 𝑙𝑎𝑡𝑒𝑠𝑡 𝑎𝑐𝑞𝑢𝑖𝑠𝑖𝑡𝑖𝑜𝑛 𝑓𝑢𝑟𝑡ℎ𝑒𝑟 𝑢𝑛𝑑𝑒𝑟𝑙𝑖𝑛𝑒𝑠 𝑜𝑢𝑟 𝑠𝑡𝑟𝑎𝑡𝑒𝑔𝑖𝑐 𝑓𝑜𝑐𝑢𝑠 𝑜𝑛 𝑠𝑢𝑠𝑡𝑎𝑖𝑛𝑎𝑏𝑙𝑒 𝑔𝑟𝑜𝑤𝑡ℎ, 𝑐𝑜𝑚𝑏𝑖𝑛𝑖𝑛𝑔 𝑐𝑎𝑟𝑒𝑓𝑢𝑙𝑙𝑦-𝑠𝑒𝑙𝑒𝑐𝑡𝑒𝑑 𝑝𝑎𝑟𝑡𝑛𝑒𝑟𝑠ℎ𝑖𝑝𝑠 𝑤𝑖𝑡ℎ 𝑜𝑛𝑔𝑜𝑖𝑛𝑔 𝑜𝑟𝑔𝑎𝑛𝑖𝑐 𝑒𝑥𝑝𝑎𝑛𝑠𝑖𝑜𝑛 𝑎𝑠 𝑤𝑒 𝑐𝑜𝑛𝑡𝑖𝑛𝑢𝑒 𝑡𝑜 𝑖𝑛𝑣𝑒𝑠𝑡 𝑖𝑛 𝑡ℎ𝑒 𝑙𝑜𝑛𝑔-𝑡𝑒𝑟𝑚 𝑓𝑢𝑡𝑢𝑟𝑒 𝑜𝑓 𝑡ℎ𝑒 𝑏𝑢𝑠𝑖𝑛𝑒𝑠𝑠.”
Left to right Ben Preston. Keith Phillips and Harvey Sutton.
You can read more via Business Up North
