Financial advisor swoops for consultancy to launch new legal firm
WBR Group, a SSAS services and tax firm has acquired Censeo Actuaries & Consultants for an undisclosed sum.
As part of the deal, Censeo will rebrand to WBR Actuarial on 1 April 2025, becoming a separate legal entity wholly-owned by the Leicester group.
Founded in 2004, Censeo, based in Salisbury, is known for its actuarial, investment and pension consultancy services.
WBR Actuarial will offer SSAS and DBSSAS actuarial services, pensions admin, scheme actuary services, investment consultancy, trustee training, funeral plan trusts, and pensions on divorce.
The acquisition brings three qualified actuaries, including managing director Gail Higgins, to the team, boosting the number of professionals to nine, including five Chartered Actuaries, all based in Salisbury.
David Downie, managing director of SSAS and actuarial of WBR Group said: “We are thrilled to see Censeo and its team join the WBR Group. This is an exciting new chapter for us and we will continue to grow our presence in the actuarial sector. Gail and her team bring a wealth of experience to the Group, enabling us to continue providing excellent service to both current and new clients.”
Gail Higgins, managing director of Censeo said: “Having spent over 40 years in the profession, the last 20 running Censeo, I have been privileged to work with a range of loyal clients and staff. I am confident that this acquisition aligns with our ethos and is the right fit for the business. The entire Censeo team remains committed to providing exceptional personal service to our clients and everyone is excited to become part of the WBR Group.”
