We are thrilled to share some exciting news—two exceptional financial planning firms have officially joined the GPFM family! We have acquired Powell Financial Planning, a thriving practice in Chelmsford, and IF Wealth, an accomplished firm in Hertford. With this expansion, we’re adding £56 million in assets under advice, strengthening our position and opening up new possibilities for growth.
Following the acquisition, Colin Powell, Director of Powell Financial Planning, will join GPFM as a Chartered Financial Planner and will continue to provide expert advice to his clients. Fellow director Katherine Waspe Powell will also join GPFM, taking on the role of Paraplanner.
In a joint statement, the Powells said: “Our business has prided itself on providing excellent financial planning, putting our clients at the heart of what we do and that is why the great team at GPFM […] made them the perfect choice and cultural fit for us and our clients.
“There are many similarities in what we and GPFM do for clients and how we deliver financial planning, and we felt that it was a natural home for us”.
Meanwhile, Grant Hazard, director of IF Wealth, will retire from the industry. Grant will assist GPFM with overseeing the transition and integration of his clients.
Hazard said: “It was so important that my clients went to the right home and having known Scott, Simon and GPFM for many years […] made them the natural choice for me my clients.”
GPFM Managing Directors Scott Atkinson and Simon Frost said: “We are really pleased with both acquisitions, and what they will add to our business.
“We felt that there was great cultural alignment in terms of client approach and proposition, and so strongly believed that we are the right future home for both Colin and Katherine and the clients.”
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We will continue to deliver the same expert advice that helps you work towards your long-term financial goals.
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