Friday, May 3, 2024

Broadstone to acquire York firm of consulting actuaries

Broadstone, an independent pensions, employee benefits, and investments consultancy, has agreed to acquire H&C Consulting Actuaries, an independent firm of consulting actuaries based in York.

The acquisition, which is expected to complete later in Q1 2023, will see H&C’s team join Broadstone’s Consulting and Actuarial division.

The transaction increases Broadstone’s footprint in the north of England, an area where the company sees significant opportunities to grow.

Tony Gusmao, CEO at Broadstone, said: “I am delighted to welcome the H&C team and its clients to Broadstone and am looking forward to working with them to build on our York-based business.

“Broadstone is focused on offering excellent service and, when opportunities arise, investing in complementary businesses that our platform can help to grow. The H&C team’s focus on high-quality service and value for money for clients makes it a natural fit within the Broadstone Group.”

Gary Hatch, partner at H&C Consulting Actuaries, said: “At H&C we take pride in the first-class service we offer clients, many of which are long standing, and helping them achieve their pension goals. Equally, treating our staff well and enabling them to succeed is very important to us. Broadstone shares these values, and we are delighted to have chosen them as our partner.”

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