Leeds-based firm BCL Accountants has merged into Yorkshire and Derbyshire financial services company SMH Group.
The newly-merged company, SMH BCL Accountants, sees existing managing director Chris Nunn start a phased retirement over the next three years, with current co-director Stacey Pocklington stepping up into the partner role.
James Hartley and Jonathon Dickens, who lead all operations within the SMH group, also join as directors.
The SMH Group offers a range of financial services, including financial advice, retirement planning and Wills and estate planning. BCL Accountants offers an array of services including wealth management.
Nunn said: “Having joined BCL Accountants Limited in 1993, and becoming managing director in 2002, it is the right time to start phasing in my retirement. We’re delighted to join forces with the SMH Group, a regional firm that has a similar ethos and client focus to ourselves. They’re the perfect fit to ensure we can take BCL Accountants to the next level.
“It is very much business as usual for us – all the current staff will still be on hand, but we now have the resources of a larger firm to ensure we can offer the best all round service for all our clients’ business, personal and family financial requirements.
Dickens added: “This latest merger into the SMH Group is an excellent opportunity for both firms – it provides long-term security and more added value services for clients of BCL Accountants and allows us to expand the SMH Group into a new area in Leeds, which has been a long-term objective of ours.”
The financial terms of the deal were not disclosed.
