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SRC Advisory acquires Simon Winnard & Company

PRIVATEApr 15, 2025

Acquiring Company

SRC Advisory

Acquired Company

Simon Winnard & Company

BrightonUnited KingdomFinancial ServicesLegal

Description

SRC Advisory has successfully acquired Simon Winnard & Company as part of a long-term succession plan and expansion strategy. Simon Winnard will continue to be involved, ensuring continuity for clients. This acquisition enhances SRC's presence in the SME market and boosts their specialist tax offerings. The combined teams will operate from SRC's offices near Preston Park.

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Company Information

Company

SRC Advisory

Location

Brighton, England, United Kingdom

About

SRC Advisory is a prominent player in the accountancy sector, focusing on providing personalized services to small and medium-sized enterprises. The firm prides itself on its hands-on approach to tax planning and accountancy. They have built a reputation for delivering high-quality financial advice. The acquisition of Simon Winnard & Company strengthens their market position.

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Frequently asked

Who acquired Simon Winnard & Company?

Simon Winnard & Company was acquired by SRC Advisory, based in Brighton. The deal was reported on April 15, 2025. SRC Advisory is a prominent player in the accountancy sector, focusing on providing personalized services to small and medium-sized enterprises. SRC Advisory is privately held and operates in Financial Services.

When did SRC Advisory acquire Simon Winnard & Company?

SRC Advisory's acquisition of Simon Winnard & Company was reported on April 15, 2025. SRC Advisory has successfully acquired Simon Winnard & Company as part of a long-term succession plan and expansion strategy. Simon Winnard will continue to be involved, ensuring continuity for clients. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Simon Winnard & Company do?

Simon Winnard & Company is a well-regarded accountancy practice known for its exceptional service and personalized client relationships. The firm has built a high-quality practice in accountancy and tax planning, making it a trusted name in the industry. It is privately held, operating in Legal, and is based in United Kingdom.

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