The move, which includes advising in the education sector, follows Carterbar’s takeover of Retirement Options Wearside and Graeme Watson Financial Advisers.
Carterbar financial planner Suzanne Cox says: “Since we have already acquired businesses in Wearside and on Tyneside, this allows us to expand our cover into the Durham area as well. It widens our geographical spread.”
“We are seeking to expand and, despite the difficult economic climate, believe we can still see opportunities. More than ever, people need advice on appropriate Investment and Retirement plans to secure their future.”
The company says it is looking for further acquisitions.