Award-winning Oviso Financial Services has agreed on a deal to acquire the client base of PG Mortgages & Loans for an undisclosed sum.
Founded by Phil Gardner in 2003, PG Mortgages & Loans has built a reputation for providing high-quality mortgages and protection advice from its office on King Street in Alfreton.
Phil Gardner commented: “When it comes to the running of a financial services business, Oviso are not only one of the leading mortgage advice specialists in the region, but they also share similar values to our own.
“Which is why I know our clients will be well looked after going forward and will always receive the highest levels of customer service,” added Phil.
In announcing the agreement, Lee Mortimer, co-founder of Oviso, said: “As a business that is growing, we have been looking at acquisitions for several years. The timing and fit for this deal came at the right time for everyone involved”.
“We were excited when Phil first approached us over 18 months ago and, having evaluated the opportunity, we are delighted to have arrived at an agreement with Phil,” added Lee.
Phil was keen to stress that he isn’t stepping away from work completely and intends to focus on providing insurance and protection services alongside managing the rental property portfolio he has built up over many years.
To find out more about mortgages, personal insurance, business insurance and protection or to discuss the options available for your circumstances, contact our team of advisors