Moores Warren’s fee-based IFA business is to be rebranded Wealth Rapport and the accountancy division of the firm will be known as Accounts Rapport.
The acquisition builds on the firm’s existing high-net-worth IFA business and corporate adviser division Company Rapport.
Client Rapport managing director Jeremy Martell, formerly of Elliot Bayley and Origen, set up Client and Company Rapport in 2007. The merged businesses will have a total of 30 staff.
Martell says: “We were attracted to Moores Warren because it had really good people and we wanted a fee-charging offering to complement our existing businesses.
“The firm has a good client base and the accounting side is unique in that it charges clients a percentage of the tax that their accountant saves them.
“Moores Warren has brought an additional level of expertise to our business.”
Client Rapport and Company Rapport are Sage Financial businesses. The Moores Warren additions will remain directly authorised. A combined group website will be launched soon.
Martell says: “We are always looking for like-minded people as consultants or to merge with or acquire.”