Henley wealth management firm, Courtiers has recently acquired south-west based advice firm, Davidsons IFA.
This is the latest deal in a series of acquisitions by Courtiers. In 2020 they acquired SDB Strategic Planners, in 2018 De Brae Investment Management and advice firm Paragon Independent Solutions and 2016 JRH Asset Management.
Courtiers Chief Executive Jamie Shepperd, says he expects the deal to deliver around £120m in funds, taking the Courtiers Group’s total funds under management to just shy of £1.1bn.
The acquisition of Davidsons IFA, takes the number of employees at Courtiers to 125.
Davidsons Managing Director Craig Davidson and his team will continue to serve clients from their existing offices in Okehampton and Wadebridge.
Commenting on the acquisition, Jamie Shepperd, Courtiers Chief Executive, said; “Courtiers and Davidsons are a perfect match. We share a commitment to putting clients first, and doing business in a way that’s modern, while also representing the traditional values that we’ve both been able to build on over decades. Having met Craig and his colleagues, I know that they share the commitment that everyone at Courtiers has to make this a great success.”
Craig Davidson, added; “Courtiers is a natural fit for us. Their investment credentials are excellent and their client-focus ethos means our clients will be well looked after”.