Accountancy firm launches wealth management business

360 Chartered Accountants has launched a wealth management business following a tie up with a regional firm of independent financial advisors.

360 Wealth Management, which will provide independent financial advice to both individuals and businesses, is a partnership between 360 and Sterling Trust Professional, which has its headquarters in Hessle and operates from an office network throughout Yorkshire and the North East.

Andy Steele, founder and director of 360, said: “Launching 360 Wealth Management has been on our radar since day one of opening 360 back in 2010 but it was vital to find the right partner, which we’ve finally found in Sterling Trust. They offer decades of experience, knowledge and a wide portfolio of services that covers everything our clients will need.

“This is a logical bolt on to the accountancy, tax and financial advice we already give and takes us one step closer to being a one stop shop for everything financial.”

Daryl Morgan, independent financial adviser of 360 Wealth Management, said: “In what has become an increasingly complex market, we provide unbiased, transparent solutions that are designed to save money, make money and increase your protection. Despite our recent launch, we’ve already completed some complex transactions for clients and have had great feedback from them. We are also getting new referrals all the time and are expecting to see rapid growth over the coming year.”