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Commerce and Industry

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Leading financial services companies join forces

Two established financial services firms have recently joined forces, bringing together a team of 40, to provide pension, investment and mortgage advice, to clients in Hull and East Yorkshire.
Paul Newman and Shane Beardsley

Two established financial services firms have recently joined forces, bringing together a team of 40, to provide pension, investment and mortgage advice, to clients in Hull and East Yorkshire.

The Hull based, Insurance Partnership Financial Services Limited and Kirk Ella Investments announced that their respective directors have finalised an agreement for the organisations to combine, whilst retaining trading names for the foreseeable future.

The agreement, which has been planned to create the area’s leading independent financial services company, provides a platform to improve efficiencies and economies of scale, focused on delivering outstanding and value added client service.

Paul Newman, Director of The Insurance Partnership Financial Services said:

We are very happy to announce this collaboration which is hoped to enhance our position as one of the leading Hull and East Yorkshire financial advice firms. Given the ever changing nature of the industry we believe that to fully invest in the systems and services required to deliver an exceptional level of client service, businesses need a level of critical mass and influence in the market place.

There will be some changes to business operations, including technology upgrades and streamlining of systems and processes, most importantly we have now concluded negotiations with major fund providers such as Old Mutual, Standard Life and Aviva to ensure our clients benefit from lower platform charges which are not available in the wider market place.

Shane Beardsley, Managing Director of Kirk Ella Investments said:

From the outset of our discussions it was very evident that our ambition and aspirations were aligned. Continuing as Kirk Ella Investments ensures our established brand and local presence is maintained, yet this agreement means that we also have access to expertise from specialist advisers in both businesses and our clients are also able to benefit with access to lower investment charges and exclusive investment strategies.

The two offices will remain in-situ to help clients make more of their financial planning, by providing advice in the areas of investments, pensions & retirement planning, wealth management, mortgage finance, and protection.

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