The financial advice operation of Armstrong Watson has acquired Cumbrian-based advice firm 3G Financial for an undisclosed sum.
3G Financial is owned and operated by Charles Graves, who decided to take a step back from advising after almost 16 years in business, and 45 years working in financial services.
He will continue to support the Armstrong Watson team to ensure a smooth transition for clients.
Stewart Crockett, managing director of Armstrong Watson Financial Planning, said: “With both Armstrong Watson and 3G Financial being long-established firms in the Penrith and Eden areas, we have many mutual client and business relationships and both firms share common values.
“We look forward to welcoming the clients of 3G Financial and ensuring that they continue to receive the highest quality of financial advice, whilst also benefiting from access to Armstrong Watson’s full remit of services, including personal and corporate tax, alongside our full accountancy propositions as and where required.”
