In a strategic move, PM+M, the Blackburn and Bury-based chartered accountancy, business advisory and financial planning group, has acquired Ribble Valley Mortgages. The financial details of this acquisition have not been disclosed. However, this transition will see Mark Chadwick, the founder of Ribble Valley Mortgages, take on the role of director in PM+M’s financial planning team.
Ribble Valley Mortgages, established in February 2019, has remarkably expanded its client base to over 500 individuals across the UK within a span of just five years. The firm offers an extensive array of mortgage services including life insurance, critical illness coverage, and income protection. Its clientele comprises first-time buyers, individuals seeking remortgages, home movers, and buy-to-let landlords. Despite the acquisition, Ribble Valley Mortgages will persist in its operations without disruption, ensuring a seamless transition and the continuation of its high-quality service.
PM+M’s decision to acquire Ribble Valley Mortgages is underpinned by a strategic vision to enhance and add significant value to its existing financial planning services, which encompass pensions, investments, lifetime cash flow planning, personal and business protection advice, court of protection services, and Inheritance Tax planning. By integrating Ribble Valley Mortgages, PM+M aspires to fortify its position as a comprehensive financial planning and mortgage expert for both individuals and businesses.
Mark Chadwick, who has been part of the mortgage sector since the mid-2000s, has cultivated a robust network within the property industry, including solicitors, estate agents, accountants, and developers. He is renowned for his profound understanding of the mortgage market’s complexities and his dedication to addressing clients’ needs. Chadwick expressed his enthusiasm about joining PM+M, highlighting his admiration for the firm’s commitment to outstanding service and results.
James McIntyre and Antony Keen, partners in PM+M’s financial planning team, both conveyed their excitement about the acquisition. McIntyre noted Chadwick’s esteemed reputation in the region, expressing confidence in his continued success in assisting clients with navigating the intricacies of the mortgage market. Keen emphasised the shared dedication to exemplary service and care, predicting a seamless integration and promising future developments for the team.
This acquisition not only signifies a strategic expansion for PM+M but also underscores its commitment to offering integrated and comprehensive financial services. With a solid foundation of expertise and a forward-thinking approach, this partnership is poised to deliver enhanced value and superior service to a broad spectrum of clients.
The acquisition of Ribble Valley Mortgages by PM+M represents a significant step in consolidating expertise and expanding service offerings. This partnership is anticipated to drive growth and deliver unmatched value to clients, reinforcing PM+M’s standing as a leading integrated financial planning and mortgage advisory firm.