Austen Shakespeare

Merger creates new financial planning firm in North East

Two Newcastle based financial planning businesses have merged to form Greenarch Wealth Management.

The owners of Arena Nagel Clark and Akrivis Wealth, Ian Nagel and Alister Gaines have been at the forefront of the financial planning profession in the North East and, as chartered financial planners, have experience in dealing with the needs of a growing client base.

The idea to merge the businesses came about following a conversation during the height of the pandemic, when the pair, recognised the opportunity the pandemic presented and discussed their shared ambitions to grow.

Alister noted: “The pandemic presented unique challenges for financial planners, not only in the volatility of investment markets and government responses, but also in the way we interacted with clients.”

“It was clear to me that, although technology allowed a business as usual type approach in many ways, given the increased uncertainty, clients valued the peace of mind provided by proactive face to face advice”.

Ian stated: “Both Alister and I are Chartered Financial Planners, who are committed to raising the standards and perception of the financial planning profession. We have the experience, expertise and a real desire to build a high-quality business that clients can depend on for many years to come.

“Together we will be able to enhance the level of support we can offer clients, expand our customer base and strengthen our back-office support team.

“We can all see how our industry is changing and forward-thinking financial planning firms have a big opportunity with many advisers having left the industry and many more due to retire over the next few years.”

Ian concluded: “Now, more than ever, people need top quality financial advice and our aim is to provide that for our clients face to face, backed up by technology solutions to cater for the increase in demand.”

Greenarch Wealth Management is based in Newcastle but has clients throughout the region and beyond. It offers a comprehensive financial planning service, including tailored investment and retirement solutions, together with tax saving advice.

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