City accountancy, tax and financial planning consultancy Carter Backer Winter (CBW) has acquired Harrow-based Edwards Financial Services Ltd for an undisclosed sum in a bid to broaden its service offering
Edward’s directors Chris Clayton and Samantha Day have moved across to the firm, which is ranked at number 48 in the Accountancy league table, with Clayton being admitted as a partner of CBW.
Edwards was formed in 1986 and has a customer base of 300 individuals as well as some 20 SME company schemes. Assets under management surpassed £50m, for the year ending 2015-2016.
Clayton said: ‘The team and I are incredibly excited to be joining the financial planning department at CBW. We are totally committed to the future of the new, enlarged financial planning operation at CBW.’
Peter Winter, managing partner, CBW, said: ‘We are delighted to secure the services of Chris and his experienced team, who have been at Edwards for close to three decades. We welcome their wealth of experience, knowledge and technical skills to our firm. They are the right fit for our highly client-focused team.’