Armstrong Watson buys fellow Cumbrian financial services firm

The deal with 3G Financial took effect on 31 August 2023

Isabel Baxter
clock • 1 min read

Penrith-based Armstrong Watson has acquired local rival financial services firm 3G Financial.

3G Financial is owned and operated by Charles Graves who decided to take a step back from advising after almost 16 years in business and 45 years working in financial services. He will continue to support the Armstrong Watson team to "ensure a smooth transition for clients". Graves said he felt Armstrong Watson would be a good fit for his clients and is confident it will continue to provide the advice and service that he is "proud to have offered for many years". Armstrong Watson's financial planning division, Armstrong Watson Financial Planning, is headed up by managing director Stew...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

FCA fines and bans pair for 'recklessly' breaching asset requirement

FCA fines and bans pair for 'recklessly' breaching asset requirement

Craig Buchan and Martin Cooke fined around £6,000 each

Isabel Baxter
clock 15 November 2024 • 2 min read
Advice firm declared failed by FSCS over SIPP advice

Advice firm declared failed by FSCS over SIPP advice

One claim upheld so far against Charthouse Asset Management

Isabel Baxter
clock 12 November 2024 • 1 min read
FCA warns of Rosemount clone

FCA warns of Rosemount clone

Fraudsters targeting individuals, FCA states

Isabel Baxter
clock 11 November 2024 • 1 min read