Commenting on the transaction, Robert Graham, Founder and Shareholder of Robert Graham Pensions said:
“After more than 30 years of building Robert Graham Pensions into a trusted provider of bespoke SSAS and SIPP services, this transaction represents a natural next step for the business, our clients, and our people.
Intrusted Pension Services shares our values, client-centric approach, and commitment to specialist pension solutions. Becoming part of a larger, growing platform will enable our clients to benefit from enhanced proposition breadth, increased investment in systems and people, and long-term continuity, while preserving the personalised service they value.
I am immensely proud of what we have built over the past three decades and look forward to seeing the business continue to grow and thrive as part of the Intrusted group.”
Mark Smith, Founding Director of Intrusted Pension Services, added:
“This is an exciting time for Intrusted Pension Services and an important step in executing our strategy to build a leading specialist wealth and pension platform in the UK.
The acquisition of Robert Graham Pensions significantly enhances our SIPP and financial advice capabilities, while also strengthening our SSAS client base across the North West.”
Robert Graham Pensions were advised by Neil Mitchell and Charlotte Potts of Rickitt Mitchell (Lead advisor) and Andrew Walsh, Sophie Adshead and Tom Hall of Pannone Corporate provided legal support.
