AWD Chase de Vere and KTS in tie-up
National IFA firm AWD Chase de Vere has entered into a partnership with Welsh accountancy firm ktsowensthomas.
Stephen Kavanagh, chief executive for AWD Chase de Vere, said under this initiative, his firm will provide independent financial advice to KTS’s clients, including investment and pension advice for private clients and strategies to prepare for and implement pension auto-enrolment for business clients.
He said: “Our specialist knowledge will help KTS’s corporate clients with the changes taking place in business and pension legislation as well as providing their private clients with financial planning advice.
“KTS is a dynamic and forward thinking accountancy firm with an excellent reputation in Cardiff and South Wales. This partnership will help us to extend our services across South Wales and is another important step forward as we aim to become the leading firm of IFAs in the UK.”
Andrew Turner, personal tax director for ktsowensthomas, said: “Following a rigorous tender process, involving a number of companies, we chose to work alongside AWD Chase de Vere.
“There is a great deal of synergy between the two organisations and I have no doubt that our work together will provide significant benefits to our respective clients.”