Accountancy firm launches wealth management service

A Leicestershire firm of accountants has announced a new wealth management service.

Newby Castleman Wealth Management has been created by Newby Castleman in partnership with Leicester-based GHC Wealth Management, to provide a full range of regulated financial services including pension advice, retirement planning, investments and inheritance tax planning.

Partner Mike Castleman said: “We’re very excited to announce our new venture, Newby Castleman Wealth Management (NCWM), which is an appointed representative of GHC Wealth Management Limited.”

“Having worked closely with this local, highly experienced and well established firm of financial advisers, we believe NCWM will offer established clients and brand new customers alike the type of reliable, personal service that has become synonymous with both companies.”

Paul Harris, director of GHC Wealth Management, said: “We’re delighted to receive the endorsement of such a respected name in accountancy, and we look forward to this shared business endeavour, with Newby Castleman, especially as GHC Wealth Management shares many of their core values, in terms of professionalism, integrity and client trust.”