Group snaps up Falmouth IFA

0
647

A Falmouth-based firm of independent financial advisers and investment managers has been acquired by Jardine Lloyd Thompson Group Plc (JLT).

iimia John K Miln & Company has joined forces with the international group of risk specialists and employee benefit consultants to create JLT iimia Wealth Management.

Karen McCaffrey, managing director of JLT iimia Wealth Management, said: “We are excited to be joining the JLT Group. The move marks a significant development for iimia as well as our clients, who can still expect the same excellent levels of service, now supplemented by JLT’s depth of expertise and experience.”

Duncan Howorth, CEO, JLT UK Employee Benefits, added: “iimia’s team of 20 financial advisers will more than double the capacity of our private clients business, giving us the critical mass to further enhance our processes and our offering.”

JLT iimia Wealth Management also announced its involvement with BetterOffCornwall, a scheme part-funded by the Partner to Succeed project, which helps businesses grow by collaborating with others.

BetterOffCornwall will encourage people to consider a wider range of investments, savings, mortgages and other financial services.

Phil Blease, regional director of JLT iimia Wealth Management said: “If we can help people in Cornwall manage their finances more effectively, that will have knock-on benefits throughout the economy. Our aim is to help people who are already pretty savvy about money, but perhaps haven’t looked at their investments, income protection or retirement provision for some time. There’s a tremendous amount of financial expertise spread across the county, and BetterOffCornwall brings that together under one roof.”