Our Acquisitions
We pride ourselves on the trusted relationships we have with our clients and the referrals we receive from them, but we also grow by acquiring businesses. The timeline below shows the 4 business we have acquired to date.
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October 2019
Mike James and Associates (Mike James)
We acquired Mike’s business in 2019 and started to look after all his clients ahead of Mike’s retirement from Financial Services.
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August 2023
PDA Financial Planning
In August 2023, we merged with Phil Done and his wife Shelley. Phil has continued to be a financial adviser with us and is supported by Shelley and the wider team at The Penny Group Harridge.
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March 2025
MTM Financial (Mike McLaren)
In March 2025, Mike and The Penny Group Harridge joined forces. Mike worked as a financial adviser for 12 months and retired from the industry in March 2026. Mike said the following as he retired ‘ I have known most of my clients for years and many of them are now friends so as I come up to retirement it is really reassuring for me to know that I am leaving them in such good hands at The Penny Group Harridge
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October 2025
Heavenly Finances
In October 2025, we acquired Calvin Husbands (and his advisers, Stuart Burrows and Dave Openshaw) from Heavenly Finances. It’s very much business as usual for the advisers and clients but with the added support by the wider group at The Penny Group Harridge.