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1825 acquires regional financial planning firm

1825, Standard Life’s financial planning business, is to acquire Jones Sheridan for an undisclosed sum.

Jones Sheridan is a long-standing financial planning business in Crewe, specialising in retirement planning, wealth management and wealth protection.

The deal will see the firm, which has assets under advice of around £350m, become  1825’s North West office, with 30 employees including seven advisers and four paraplanners.

Jones Sheridan’s leadership team, headed by managing director David Williams and chairman Stuart Banks, will stay with the business post completion to help grow and develop the regional office. Williams will take up overall responsibility for the North West office and will also join the 1825 executive committee. Read More