We are delighted to announce that GPFM Financial Planners has completed the acquisition of Quay Financial Planning, a well-regarded firm based in Kings Lynn.
As a result of this exciting new partnership, we’re thrilled to welcome Katie Hately, the principal of Quay Financial Planning, as a Chartered financial planner here at GPFM. Her dedication to exceptional financial planning, alongside her client-centric approach, will make her the perfect addition to the team.
“Our business prides itself on providing excellent financial planning and putting our clients at the heart of the business,” Katie said.
“That is why the team at GPFM, and the personalised and regionalised approach of Loyal North, made them the perfect partners for us”.
A significant step in providing GPFM clients with the best possible service
The acquisition is more than simply a business transaction; it highlights GPFM’s commitment to enhancing our already premier service offering, marking a significant step towards providing our clients with the best possible financial advice.
Scott Atkinson, managing director of GPFM, said: “We have always been looking to expand our operation, but only with high-quality firms and people.
“Katie is a fantastic addition to our team of advisers and will help to enhance our proposition and make us able to provide top-quality advice to a wider area.
“Ours and Katie’s approach to lifestyle financial planning is very much aligned, providing our clients with bespoke, well-managed, financial plans. Our main aim is for clients to live their best life and let us worry about the financial stuff.”
The acquisition is bringing £40 million in assets under management, meaning GPFM now manages £400 million in assets and looks after 750 clients, a testament to our growth and commitment to clients’ financial wellbeing.
Nothing will change for our existing clients
Despite these exciting changes, our valued clients should rest assured that your day-to-day dealings with GPFM will remain unchanged. You’ll continue to receive the same level of expert advice, unwavering support, and personalised service you’ve come to rely on.
The merger with Quay Financial Planning strengthens us as a company and enables us to fulfil our mission of providing the best possible financial advice to all our clients.
If you wish to discuss any questions or concerns at all, please do not hesitate to contact anyone on the GPFM team. We look forward to making this journey of growth and prosperity together.
To raise any queries regarding the merger, please call 01992 500261 or fill in our online contact form to organise a meeting and we’ll be in touch.
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