Furness Building Society owned and Barrow in Furness based, Furness Independent Advisers Limited (Furness Independent) has acquired the client book of Windermere based Turnerford Financial Services Ltd.
The owners of the Turnerford business, Fiona Robinson and Sue Swain along with their colleague, Phil Blakey have joined the existing team of Furness Independent's advisers. The office team has also been strengthened with the addition of Turnerford's Gillian Holmes and Isobel Hales. All operational management has switched from Windermere to the Furness Independent office on Duke Street, Barrow in Furness.
The expanded business will continue to provide new and existing customers with unbiased and high quality independent financial advice including financial planning and consultation, retirement planning and pensions, inheritance tax and longer term investments or insurance. Furness Independent can also help to find the most suitable savings rates, the most suitable mortgage deals for first time buyers or re-mortgaging.
Commenting on the move Furness Building Society Chief Executive Rob Cairns said, "Furness Independent Financial Advisers Ltd. has a reputation for offering excellent customer service and will now be able to reach even more people with its jargon free approach to providing the right kind of independent financial advice".
Fiona Robinson added, "we thought long and hard about our future strategy and both Sue and I believe that we have made the correct decision for ourselves, our colleagues and our valued clients to join up with Furness Independent".
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For more information, contact:
Mr Phil Shipman
Deputy Chief Executive
Furness Building Society
51-55 Duke Street
Barrow-in-Furness
Cumbria LA14 1RT