Piper Taylor Palmer Acquisition

Piper Taylor Palmer Acquisition

Beaufort Wealth Management announced today that it would be taking over Oxfordshire-based Piper Taylor Palmer’s client portfolio following the death of director John Piper.

John passed away last summer after a short illness and the search for a buyer was essential, to give PTP clients assurance moving forward.

“We were introduced to PTP by our network as the company was being looked after by a locum and a permanent solution was urgently needed”, Beaufort director, Phil Hart reports.

Beaufort plans to fully integrate the new acquisition as quickly as possible, to minimise any disruption of service.



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We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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