FiveWays adds Burnham business

FiveWays Financial Planning has acquired the investment and pension planning business of Harrison Financial Advisers, based in Burnham on Sea. Neil Harrison,  founder of the business, will join FiveWays as a consultant for a two-year period and will help to transfer clients.

Jon Lawson, director of FiveWays, said: “We are delighted to be working with Neil to ensure his clients continue to receive a first-class service after his retirement”.

The acquisition has been reported in the industry and local business Press:

Money Marketing, 30th January 2013

North Somerset Business Leader, 1st February 2013

Financial Adviser, 1st February 2013

Posted by Chris Gilchrist

Posted 13 Feb 2018 in FiveWays News

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