Changes at Ilkley financial planning company

Tuesday, 29 October 2024 17:00

Sarah Siddons and Adrian Brook (Photo: Heidi Marfitt Photography)

Sarah Siddons of Siddons & Co Financial Planning in Ilkley has announced that her St. James’s Place practice has joined together with the well-established financial advice provider, Bowcliffe Wealth Management.

Bowcliffe Wealth Management, also a Senior Partner Practice of St. James’s Place, is owned by Director Adrian Brook and located at Bowcliffe Hall near Wetherby.

The Siddons & Co Financial Planning offices, under new Bowcliffe Wealth Management branding, will still be based at 50-52 Skipton Road in Ilkley, with Sarah remaining as the Senior Adviser in the practice.

Sarah, an award-winning Chartered Financial Planner, set up her practice in 2008 and has enjoyed a rapid period of growth and success since then.

Her decision to join her practice with Bowcliffe Wealth Management allows her to be able to offer a broader level of service and support infrastructure for her clients.

Sarah Siddons, Senior Adviser said:

“Setting up and running my own business these past 16 years has been a rewarding and fulfilling journey and I’m proud to have helped many clients along the way achieve their financial goals.

“As I think about the current rate of expansion of my business and the impact on my clients, my team and myself, I have decided that now is the right time to join forces with Bowcliffe Wealth Management.

“Adrian and I have collaborated regularly over the last decade which is one of the reasons we have decided to do this. We share the same values and principles of strong client relationships and responsible financial planning, and I have complete confidence that as part of Bowcliffe Wealth Management our clients will continue to receive the same quality of advice and expertise they have come to expect from me personally and St. James’ Place.”

Adrian Brook is also excited about this growth development opportunities and said:

"We are delighted that Bowcliffe Wealth Management is joining forces with Siddons & Co Financial Planning and we’re looking forward to working directly with Sarah and her experienced team. As SJP Partners, Sarah and I are both fully committed to providing an exceptional level of support and expert advice to our clients and this will allow the two Practices to be stronger together.

“We’re also looking forward to getting to know Ilkley better. Not only is it a beautiful town but it has a strong and thriving business community which we hope to be an active part of in the months and years ahead.”