Bristol law firm Barcan+Kirby has advised wealth management and financial planning firm Digby Associates, also based in the city, on three acquisitions so far this year.
Digby Associates took over the financial advice businesses and client banks based in Bristol, Gloucestershire and Hertfordshire as part of its ongoing growth plan.
The expansion of the client base, through these acquisitions and organically, forms a key part of the firm’s intergenerational planning strategy.
Founded in 2007 by chairman Digby Player, Digby Associates specialises in providing bespoke financial advice and services to clients on investments, mortgages, pensions and inheritance tax mitigation.
It has 11 qualified advisers and four mortgage advisers based in its Bristol head office with additional bases in Malvern and Cheltenham.
Barcan+Kirby’s corporate and commercial department, headed by partner Georgina Bryant, has acted for Digby Associates on corporate matters since 2018.
Digby Associates commercial director Graham Jones said: “We have been strategically planning for these acquisitions and the commercial team at Barcan+Kirby have done a fantastic job in working with us to successfully complete them.
“George and her team are responsive and proactive and consistently give pragmatic and commercially relevant advice.
“These recent acquisitions add to our existing strong client base, allowing us to develop our diverse team of advisers and enabling the succession of sole trader firms approaching retirement.”
Georgina Bryant added: “We’re absolutely delighted to assist Digby Associates on their string of recent acquisitions.
“As a fellow Queen Square resident, Barcan+Kirby have enjoyed working with the Digby team and helping to achieve their plans for growth, and wish them all the best with their integration of each of the businesses.”
Barcan+Kirby provides legal advice and guidance to individuals and businesses across the South West and nationally from its six offices in Bristol and South Gloucestershire.
It won the Law Firm of the Year (under 20 Partners) title in the Bristol Law Society Awards 2019 and the Business Award for Gender at the Bristol Diversity Awards in the same year.
Pictured: Barcan+Kirby partner Georgina Bryant with Digby Associates chairman Digby Player