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Chartwell Group Ltd acquires Bristol IFA

Chartwell has acquired Bristol-based firm Broadoak for an undisclosed sum.

The move is part of the Bath-based group’s strategic expansion and will brings it total number of staff to 100 with annual turnover rising to £10 million.

Broadoak staff will all continue to work from their Bristol base.

Lord MacLaurin of Knebworth remains as chairman of Chartwell whilst Peter Hill, former CEO of Broadoak, will become Managing Director of Chartwell’s Bristol office.

Hill says: “We are delighted to have joined forces with Chartwell. Their business model is a natural fit with ours and with the additional resources of Chartwell we will be able to continue to service our clients in an holistic manner. Chartwell is highly respected and known for creating innovative investment solutions, listening to clients and giving them what they need. Clients can look forward to receiving a wider range of products, services and market expertise.”

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