Wednesday, April 5, 2023
HomeFinancial PlanningMoore Kingston buys specialist Monetary Planner

Moore Kingston buys specialist Monetary Planner

Main international accountancy agency Moore Kingston Smith LLP has acquired Devon-based training specialist Monetary Planner Pilot Monetary.

Chartered Monetary Planner-run Pilot Monetary gives Monetary Planning and office pensions and worker advantages recommendation to lecturers and faculties in addition to non-public shoppers.  

Pilot Monetary’s workforce will be part of the increasing Monetary Planning workforce at Moore Kingston Smith Monetary Advisers.

The deal, for an undisclosed sum, is being funded by funding from European non-public fairness agency Waterland, with additional acquisitions within the pipeline.

Moore Kingston Smith says the acquisition will assist increase its current presence within the training sector.


Maureen Penfold, managing associate of Moore Kingston Smith, mentioned: “Following our latest funding partnership with Waterland, we’re able to take our formidable progress plans to the subsequent degree and develop our capabilities to shoppers by providing extra service strains in addition to broader options.

“We’re due to this fact thrilled to welcome Ian Thomas and his workforce to Moore Kingston Smith.  Not solely will we share a imaginative and prescient for the sustainable progress and success of our individuals and our shoppers, however this addition additionally enhances our current providing for personal shoppers and organisations within the training sector, an area we’ve been absolutely dedicated to supporting for a few years.”

Pilot Monetary was co-founded by Ian Thomas in 2011. Mr Thomas is a Chartered and Licensed Monetary Planner and a Chartered Wealth Supervisor. He has labored in monetary companies for over 25 years, together with at JP Morgan, Constancy, Skandia and AXA. 

Mr Thomas mentioned: “We’re very excited to be becoming a member of Moore Kingston Smith at a time when the agency is taking the subsequent steps in its progress journey, boosted by its partnership with Waterland.

“Moore Kingston Smith has experience in a mess of disciplines which will allow us to supply our shoppers a significantly enhanced vary of companies, in addition to present better alternative and help for our individuals. The worldwide attain afforded by way of the agency’s connections and membership of the Moore International community might be a beautiful extension to our consumer providing.”

Moore Kingston Smith is the London agency of the Moore UK community and gives accountancy companies to shoppers in lots of sectors together with vitality, monetary companies, manufacturing and actual property. The agency has over 70 companions and greater than 700 individuals primarily based in and round London. It’s a part of Moore International, a worldwide accounting and advisory agency with over 29,000 individuals in 547 places of work in 113 international locations.  



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