Accountancy firm Newby Castleman has partnered with Leicester-based GHC Wealth Management to create a new firm, Newby Castleman Wealth Management (NCWM), which aims to provide a range of regulated financial services including pension advice, retirement planning, investments and inheritance tax planning.
The new firm, which launched in late October, will be holding informal clinics at its Leicester and Loughborough offices in November, with representatives from NCWM and GHC WM.
Partner Mike Castleman said: “Having worked closely with this (GHC WM) local, highly experienced and well established firm of financial advisers, we believe NCWM will offer established clients and brand new customers alike the type of reliable, personal service that has become synonymous with both companies.”
GHC Wealth Management Ltd offers a range of specialist financial planning services to individuals and corporates that focus on either wealth enhancement or wealth preservation, depending on specific needs.
Established in 1851, Newby Castleman is an independent Chartered Accountants firm, based in the East Midlands.
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