Media Centre

28th April 2014
Walter & Co. Financial Planning

BRI are pleased to announce the acquisition of Walter & Co. Financial Planning Ltd.

Tim Walter, Chartered Financial Planner and Certified Financial Planner, founded the firm in 2003 to provide professional financial planning services to private clients and trustees. Based in Bridgnorth, Shropshire, Tim has built a reputation for high quality personal service, helping his clients to achieve financial security and independence in retirement. In this, he has been well supported by Catherine Lear, his Personal Assistant and Administration Manager. Now, in preparation for his own future retirement, Tim is keen to provide long-term continuity of that personal service for his clients. We at BRI feel that Walter Financial Planning has similar professional values and nurtures long-term client relationships in a similar way to BRI and therefore that the two companies are a good fit. The acquisition strengthens the financial planning area of BRI’s services in Bridgnorth and we are pleased to welcome Tim, Catherine and their clients to BRI.

Paul Cusack, Joint Chief Executive said “BRI has been looking to complete a deal for some time with like-minded professional services firms whereby this will support the firm’s long term growth strategy. We have invested heavily in both people and systems for some time now to make this growth fully scalable."

Tim Walter, Director said “Over my forty years in financial services I have built some very strong friendships with my clients and their families. I am now delighted to introduce to those relationships the additional resources of the BRI Group. Catherine and I look forward to working with Andy Gillett and other members of the BRI financial services team. In BRI we have at last found colleagues with a like-minded and professional approach to personal financial planning.”