Liberate Wealth establishes its position in the South-West with its acquisition of Stafford House Investments

Tuesday 5th December, 2023

The Marriott Harrison team was delighted to represent Liberate Wealth, an independent financial planner, once again. Following our previous involvement in their initial acquisition a couple of months ago, we are pleased to have assisted them on their latest acquisition of Stafford House Investments.

Stafford House Investments offers a full suite of financial planning and tax services for private clients, trustees, solicitors and accountancy firms as well as offering bespoke portfolio management services.

Through this acquisition Stafford House will rebrand as Liberate Wealth, strengthening Liberate Wealth’s position and platform in the South-West of the UK and bolstering their nationwide growth plans.

Mark Howlett, CEO of Liberate Wealth commented on the deal,  “We were delighted to work again with the Marriott Harrison team on this latest transaction and they remain the partner of choice for Liberate Wealth. The entire process was greatly smoothed thanks to the expert counsel of our advisers whose attention to detail ensured we could avoid many of the hold ups that can typically occur during this type of deal.”

Daisy Divoká was pleased to lead the Marriott Harrison team which included Ben Cole (Corporate), Ed Belam (Employment) and Alex Lee (Commercial) and to support the Liberate Wealth team once again on their growth journey.

#mergersandacquisitions #professionalservices #wealthmanagement

Articles by Daisy Divoká