Mogers Drewett Financial Planning was launched on Friday (1 June) and will provide financial planning advice to clients within the region.
The firm said the new business is in response to client feedback requesting a more diverse range of services covering both legal and financial advice.
Steven Treharne, managing partner at Mogers Drewett, said: “Increasingly, clients require a range of specialist professional services and in many cases deal with more than one company in relation to their finances.
"By offering a combined financial and legal advice package, we aim to provide a fully-rounded service with the best possible advice, all under one roof."
South-west based Mogers Drewett Financial Planning is a joint venture between Mogers Drewett LLP and Centurion Wealth Management Limited.