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Towergate Financial acquires K B Rollitt & Company

Towergate Financial has acquired Newark-based wealth management and financial planning firm K B Rollitt & Company Limited.

Under the terms of the deal K.B. Rollitt & Company will form part of Towergate Financial’s Eastern region  and will be overseen by regional managing director Paul Chafer. 

K.B. Rollitt & Company Limited managing director Kelvin Rollitt will become director of financial planning.

Towergate Financial chief executive Ian Darby says: “I am delighted to welcome Kelvin Rollitt and his team into Towergate Financial. K B Rollitt is a first class business that fits our profile of leading expertise, high quality financial planners, an exceptional client base and growth potential.”

Rollitt adds: “Towergate Financial is a natural home for our business. It is a truly entrepreneurial, growth-orientated business which puts its customers first. Joining forces with Ian and his team presents us with the ability to enhance our client proposition whilst maximising the growth opportunities available through organic development and further acquisitions.”


HMRC helping to remove artificial gains

An investment bond offers investors certain tax advantages, one of which is the ability to take partial surrenders from the investment. This facility allows the policyholder to withdraw amounts up to 5% of the amount invested each policy year on a tax deferred basis, without incurring any immediate tax liability. This tax deferred allowance can […]


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There is one comment at the moment, we would love to hear your opinion too.

  1. I hate these sorts of comments. Please something original for goodness sake!

    Rollitt has swallowed the management-speak dictionary and spat it out in its full cringe worthy glory.

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