Merger sees 
financial planning firm expand

The tie-up comes after a period of strong organic growth for BHP, which also has offices in Leeds, York, Harrogate and Chesterfield.

BHP Financial Planning’s team of independent financial advisers specialises in personal and corporate financial planning, and employee engagement.

Managing director Joy Clegg said: “This merger follows a period of great performance by BHP Financial Planning. In May this year we successfully met all of the objectives in our five-year business plan a year early, so we are in a really strong position to give our clients a top-quality service.

“The personal finance market is evolving quickly due to an expanding and ageing population, which means that financial security is a priority for more people than ever before.

“Completing this merger with Chartford Financial Management strengthens our position in the market and expands our geographical catchment area into Bradford and my home town of Cleckheaton. It’s great to have the opportunity to work in the town where I grew up.”

BHP Financial Planning employs around 20 people; its sister company BHP Chartered Accountants employs around 280.

“Through working closely with our colleagues at BHP Chartered Accountants we can also offer specialist tax and trusts and estates advice so that clients can access all of the financial support they need through one contact point,” said Ms Clegg.

“Any business, regardless of its shape or size, can be severely impacted by unforeseen situations, such as the absence of key people, so our risk management and protection solutions are all individually tailored to safeguard businesses against these types of risks.”

Senior financial planner Maurice Docwra, formerly of Chartford Financial Management, added: “The merger really adds depth to our service offering and we’re delighted to be joining BHP Financial Planning as the team continues to excel.”