Industry execs join to launch Financial Planner business
Senior executives from accountancy firm Beavis Morgan and general insurance firm Jelf have teamed up to launch a new Bristol-based Financial Planning business with plans to acquire adviser firms.
Leading the business, named Integrity365, are Beavis Morgan group chairman Paul Jackson and founder of the Jelf insurance group Chris Jelf.
They have been joined by Matt Goy, Alex Rowe, Don Wild and Adrian Brown.
The firm currently has eight Financial Planners and aims the grow the team to twelve planners by the end of March.
As part of setting up the business, Integrity365 acquired High Wycombe-based IFA firm MRIB.
The launch has been financed by private investors.
The new firm said it will offer an independent holistic, integrated business advisory, financial services and wealth management solution.
Mr Jelf said: “Building client trust and fostering long-term relationships with my clients has always been a priority for me. I am passionate about this and consider my partnership approach to working with clients a key differentiator.
“I have been hearing loud and clear that people need a Financial Planning business that not only exhibits the highest standards of ethics and professionalism, but also delivers high quality advice they can truly value and trust.
"It therefore gives me great pleasure to see the momentum that has already been created around Integrity365, and experience the shared passion and drive for trusted partnerships – with clients, colleagues and aligned businesses – that has formed the cornerstones of this new and refreshingly client-centric business.”