Leenane Templeton accountants and financial advisors have joined forces with Roger Ward & Associates, a local financial planning firm specialising in risk insurance, to form Leenane Templeton Risk Management.
The new company will specialise in a range of personal and business risk insurance services.
Clients will have direct access to a knowledgeable, comprehensive and personalised service with all staff being located in the Leenane Templeton King Street office, Newcastle.
“I am delighted to have Roger Ward and his team on board,” said Andrew Frith, CEO of Leenane Templeton.
“Over the past decade Roger Ward has provided a variety of solutions to our clients and we share the same fundamental approach to wealth and risk management.”
“Our firms share an absolute commitment to excellence in serving clients and bring complementary services to enhance the overall client experience.”
Roger Ward & Associates have over 30 years of insurance experience within life, income, disability and trauma insurance. The combination of staff, resources and knowledge will further increase the range of client services and improve efficiencies and quality of service.
Leenane Templeton chartered accountants and business advisors was founded in 2001 by Andrew Frith and Chris Laffey, specialising in a range of business services from tax compliance to maximising profitability along with financial planning and is a self-managed superannuation specialist.