Nantwich Wealth Management specialist, Lyon Griffiths Financial, has announced that it is joining Chartered Financial Planners, Wealth Experts.
The two firms both focus on enhancing their services to ensure all clients meet their financial goals and are set for their future. This paired with Lyon Griffiths Financials’ commitment to investing in technology, meant the move was natural.
This exciting new partnership will increase Wealth Experts presence across Cheshire and the North-West, expand their team of financial planners and support their ambitious growth plans.
The move will open up opportunities for the Nantwich team, through increased investment in training, development, and wellbeing initiatives, to ultimately heighten the advice and service delivered to clients.
Lyon Griffiths Financial Director, Richard Bennett, will continue to lead the Nantwich team with Paul Darley continuing to head up the team at the Stoke-on-Trent headquarters, alongside fellow director Terry Hewes.
Richard commented, “Just like Lyon Griffiths Financial, Wealth Experts focus on more than just a clients finances, but their future. Our commitment to enhancing the service we offer to clients is always at the forefront of everything we do and joining a City Wire Top 100 team definitely allows us to achieve this. We can’t wait to start working with Paul, Terry and the rest of the team.”
Paul Darley, Managing Director at Wealth Experts added, “Coming together was an easy decision for us, as it allowed us to increase our presence, grow our experienced team of advisors and build on the ambitious plans we have for the business”.
The news comes after an exciting twelve months for the Wealth Experts team who also finished as runners up in the Chartered Financial Planning Firm of the Year category at the Personal Finance Awards.
In the coming months, following a rebrand, Lyon Griffiths Financial will unite under the Wealth Experts banner, becoming the Nantwich office for the firm.