“Here at Newell Palmer, acquisitions have formed an integral part of our growth strategy and we have worked with BBG on many of these. We are always on the lookout for firms that will fit in well with our business model and have developed a great relationship with Justin and Anne. They understand our business principles and core values and as a result, they have brokered over 20 of our acquisition deals in the past four years.

As a company, we have now acquired 51 IFA firms, hugely increasing our funds under management and our client base.  It has been a great year-to-date; we already have acquisitions lined up to complete with Boston Bailey for 2019. We look forward to strengthening our working relationship with Justin and Anne as we continue to move forward and grow.”

“The team at Boston Bailey Group have a refreshingly collaborative approach to client relationships. The width and breadth of their knowledge of our sector makes them a first point of call on a variety of matters and their informed and direct advice is much appreciated.”

“Many thanks to you and your staff for the seamless transfer of my business to Newell Palmer. I can say I have not had one bad word from my ex-clients.

I can wholeheartedly recommend you to anyone wishing to sell their business. Look forward to perhaps visiting you the next time I am near Wolverhampton.”

“About three-years-ago we were approached by Boston Bailey Group to see if we would be interested in selling our IFA practice. We were a husband and wife team and had built up a successful business over the last twenty years. We did however have dreams of retiring, but had a very loyal client base which we wanted to ensure were looked after. The rest, as they say, is history. We were introduced to Newell Palmer and were very impressed with their professional, yet approachable attitude to business. They shared our philosophy of ‘client comes first’, and after a process of mutual due diligence we agreed to sell.

“Both parties were keen for the client handover to be as seamless as possible. Newell Palmer ensured that joint one-to-one meetings were held with all our VIP clients, which helped to reassure us that our clients would be in safe hands.

“Throughout the entire transaction BBG and Newell Palmer were professional, approachable and easy to deal with and we would not hesitate to recommend them to anyone thinking of selling their IFA business.”

“Treble Investments has been providing advice to clients in the West Midlands and surrounding areas for more than 6 years, and in doing so has built up a 250-strong client base.

This acquisition was made possible with the help of professional IFA introducers, Boston Bailey Group. This is the fourth acquisition that has been facilitated by Boston Bailey Group for Newell Palmer this year, with a number of further acquisitions being planned during the next 12 months.

An additional £25 million will be added to Newell Palmer’s total funds under management, which is in excess of £1.7bn. The 250 active clients of Treble Investments will be serviced by the Advisory team based at Newell Palmer’s Wolverhampton office and will take Newell Palmer’s total recurring income to approximately £8.5m per annum.

“I want to ensure that my clients can continue to enjoy the high level of personalised service they have come to expect and I am very happy to be merging my business and client base with a company like Newell Palmer. With the changes being introduced by MiFid II and GDPR I feel confident knowing that my clients are in the hands of a company that has a solid structure and the resources to meet the challenges presented by the changing face of the financial services sector”.