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Established accountancy and finance experts announce new wealth management service

A leading Leicestershire firm of accountants has announced its new wealth management service, which will offer expert personal financial advice to its customers. 

Newby Castleman Wealth Management has been created by Newby Castleman in partnership with Leicester based GHC Wealth Management, to provide a full range of regulated financial services including pension advice, retirement planning, investments and inheritance tax planning.

While accountants specialise in matters of taxation, financial statements and business structures, financial advisers focus more on future investment opportunities, budgeting and financial planning. 

The newly created company launched in late October, and representatives from both Newby Castleman Wealth Management and GHC Wealth Management will be holding free, informal clinics at their Leicester office on the 9th and 14th of November, and at their Loughborough office on the 12th of November.

Partner Mike Castleman said:

“We’re very excited to announce our new venture, Newby Castleman Wealth Management (NCWM), which is an appointed representative of GHC Wealth Management Limited.”

“Having worked closely with this local, highly experienced and well established firm of financial advisers, we believe NCWM will offer established clients and brand new customers alike the type of reliable, personal service that has become synonymous with both companies.”

Paul Harris, Director of GHC Wealth Management, said,

“We’re delighted to receive the endorsement of such a respected name in accountancy, and we look forward to this shared business endeavour, with Newby Castleman, especially as GHC Wealth Management shares many of their core values, in terms of professionalism, integrity and client trust.”

Newby Castleman is one of the Midlands’ leading independent accountancy firms, with offices in Leicester and Loughborough. It offers a range of specialist financial services, business and tax advice for individuals and businesses. For further information, telephone the Leicester branch on 0116 254 9262, the Loughborough branch on 01509 263500 or visit the website at www.newbycastleman.co.uk.

GHC Wealth Management Ltd, authorised and regulated by the Financial Conduct Authority offers a range of specialist financial planning services to individuals and corporates that focus on either wealth enhancement or wealth preservation, depending on specific needs.


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