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Benchmark International Successfully Facilitated the Transaction Between Watterson Financial Planning and Connectus Wealth Advisers

Posted on February 8, 2021 By

Benchmark International is pleased to announce the sale of Knutsford-based financial planning firm, Watterson Financial Planning, by Focus Financial Planning (Focus) subsidiary, Connectus Wealth Advisers (Connectus).

Watterson Financial Planning is an independent firm of financial planners providing financial advice on retirement and investment planning, inheritance tax planning, and protection planning to high-net-worth individuals and corporate clients.

Connectus is a global consortium of client-centric advisers that deliver comprehensive wealth management advice through access to expanded services, shared resources and best practices. Parent company, Focus, is a leading partnership of independent, fiduciary wealth management firms.

Watterson Financial Planning director, Craig Watterson, said: "The partnership will enable us to maintain our highly personalised client service model while providing access to the resources and expertise necessary to enhance our existing client experience and ensure continuity for both our clients and employees.

"Connectus will provide the reach and scale of a global partnership without compromising the boutique nature of our firm."

Rajini Kodialam, co-founder and chief operating officer of Focus, added: "Watterson Financial Planning will be Connectus' first expansion into the UK and we could not be more excited to partner with a firm that brings the reputation and entrepreneurial spirit that is so critical to the success of independent firms."

Benchmark International would like to wish all parties the very best for the future.

WE ARE READY WHEN YOU ARE

Call Benchmark International today if you are interested in an exit or growth strategy or if you are interested in acquiring.

Schedule A Call

Europe: Michael Lawrie at +44 (0) 161 359 4400 / Enquiries@BenchmarkIntl.com

Americas: Sam Smoot at +1 813 898 2350 / Smoot@BenchmarkIntl.com

Africa: Anthony McCardle at +27 (0) 21 300 2055 / McCardle@BenchmarkIntl.com

 

ABOUT BENCHMARK INTERNATIONAL

Benchmark International’s global offices provide business owners in the middle market and lower middle market with creative, value-maximising solutions for growing and exiting their businesses. To date, Benchmark International has handled engagements in excess of $6B across 30 industries worldwide. With decades of global M&A experience, Benchmark International’s deal teams, working from 13 offices across the world, have assisted hundreds of owners with achieving their personal objectives and ensuring the continued growth of their businesses.

Website: http://www.benchmarkintl.com
Blog: http://blog.benchmarkcorporate.com

Watterson Financial Planning acquired by Connectus Wealth Advisers

 

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