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  • Writer's pictureFinancial Framework

We’ve acquired Shipley Independent Financial Adviser MS Financial Services

We have some big news. We are delighted to announce that we have purchased leading Shipley based Independent Financial Adviser, MS Financial Services. The acquisition sees the 200+ clients of MS Financial Services move to us with immediate effect. The owner of MS Financial Services, Michael Smith, will join us on a part time basis, along with David Armitage, who will continue as an independent financial adviser.

Michael has built an excellent practice over the years, and we are thrilled to welcome him, his clients and David to our business. We are a boutique financial services practice that puts a huge amount of stock in providing personal, individual advice to our clients across a wide range of financial planning. We very much look forward to working with David, Michael and their clients moving forward.

Commenting on the acquisition, Michael Smith of MS Financial Services, said: “As soon as I met Simon and his team, I knew that I’d found the perfect home for both David and I and, more importantly, for our clients. Financial Framework has a first-class, client focused proposition and I’m supremely confident that they are the right place for our clients moving forward. Now, more than ever, people need personal and professional financial advice to make the most of their money and that is at the very heart of what Financial Framework offers.”

The acquisition is the first in a number of planned purchases for us as we look to grow our presence in Yorkshire and further afield.

A very warm welcome to Michael and David.

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