Wealth management firm swoops for North Lincs counterpart

Nottingham-based Ryley Wealth Management has acquired Whitelock Financial Planning, based in Kirton in Lindsey, North Lincolnshire.

The deal will see Ryley Wealth Management retain three members of the Whitelock Financial Planning team: Mandy Coote, Mel Flear, and Emma Smyth, who will continue to work from their current office in Kirton in Lindsey.

The firm was established by director Julie Whitelock in 2012 as a Partner Practice of St. James’s Place. With the acquisition, Ryley Wealth Management will take over servicing for all their existing clients.

This follows on from Ryley Wealth Management previously merging the assets of Bentley Park Associates in 2021.

David Ryley, chief executive of Ryley Wealth Management, said: “Julie and I have known each other for years, and we have a very similar ethos when it comes to offering friendly, appropriate, and bespoke advice for all our clients. She ran a tight ship, and I am delighted that we can now take over servicing for her clients as she enjoys a well-earned retirement. We’re also looking forward to continuing the relationship which Whitelock Financial Planning previously built with charities, sports teams, and arts initiatives in the area, as we support and champion important local causes across our shared community.

“Mandy, Mel and Emma all have years of experience within the industry, and their wealth of knowledge will continue to be a huge asset for all our clients in years to come.

“As Ryley Wealth Management continues to grow and expand, our first goal remains always to be the most trusted and valued firm in the financial services industry today, leading the way through a bespoke client service driven by our collective ambition to constantly improve, innovate and inspire.”