Leading local accountancy firm launches joint venture
with Chartered Financial Planners
Bevan & Buckland have launched a joint venture with WPS Financial Group Ltd.
The new service, which gives clients expert advice on personal financial affairs, will replace the financial planning provision that was previously provided in house by Bevan & Buckland.
WPS is a firm of Chartered Financial Planners with more than £315m under management.
“The world of financial planning is becoming increasingly complex and it is important to the firm that our clients receive excellent advice on their personal financial affairs,” said Cuan O’Shea, Bevan & Buckland Managing Partner.
“To ensure we deliver on this promise we have set up a joint venture with a local firm of Independent Financial Advisors to ensure that our clients receive the highest quality advice.”
The services will be provided by Jon Francis who has 25 years’ experience and Paul Williamson who has 20 years’ experience working with clients across South West Wales.
“We are delighted to launch this joint venture with Bevan & Buckland,” said Jon Francis, Managing Director of WPS Financial Group Ltd.
“It is testament to the corporate strength and stature that such a prestigious accountancy practice as Bevan & Buckland should elect to run a joint venture with us and join our Group of IFA businesses.
“As Chartered Financial Advisers managing more than £315m for clients from Pembroke to London, our business is ideally located and qualified to provide the highest level of advice and service for B&B clients.”
Added Jon: “We now have four businesses operating under our banner, and Bevan & Buckland is a very welcome addition to our Group which is growing at a well-managed and controlled rate.”
The joint venture will be run through a new company called Bevan & Buckland Wealth Management Ltd.