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Jones Sheridan announce new acquisition

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Jones Sheridan is delighted to announce that we have agreed the acquisition of Congleton-based Wealth and Trustee Management.


The acquisition again moves us onwards as a business, adding further stability and growth to our current market offering.


As per our acquisitions in 2012 and early 2013, we have worked closely with the Wealth and Trustee ownership team, to ensure that a move of the business to falling under the Jones Sheridan banner was right for all involved, and most importantly right for Wealth and Trustee’s clients.


Richard Watson, the managing director of Wealth and Trustee, was keen to find a similar-thinking business to take on his existing clients and facilitate advice-giving to them in the future. We’re happy to report that Richard found us a good fit and working with him over the last few months we’ve been delighted by his firm’s existing outstanding approach.


Richard will continue to work with us to facilitate the smooth and convenient movement of his clients over the next 12 months. Additionally, we have also appointed Jon Hall, a Chartered Financial Planner, who joins the business specifically to aid in the movement of Wealth and Trustee’s clients.


We’re delighted to welcome Wealth and Trustee’s clients into the business and all at Jones Sheridan look forward to a long and prosperous relationship with all of them.

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