Oakham business Grayson Lewis Financial Planning has now completed the acquisition of Stamford's Masons Wealth Associates. 

Following the retirement of Masons owner Annie Mason, she was keen to ensure her clients were in safe hands, having worked with many for a number of years.

After several months of passing over period, Grayson Lewis has now taken on Mason's client, expanding their client base to include more individuals from Stamford, Grantham, Spalding and the surrounding areas. 

This is a big move for the Oakham-based financial planners, allowing the company to grow beyond Rutland and explore future opportunities to expand. 

Grayson Lewis, which opened in 2023, is excited by the opportunities for growth that this new acquisition brings. (Photo: Nub News)

Nick Henbrey, Director of Grayson Lewis Financial Planning, said: "We are thrilled to complete the acquisition of Masons Wealth Associates. We were looking for opportunities to expand, however it was important for it to be the right fit. 

"We work with clients on a long-term basis and focus on helping clients achieve their aspirations. It was important that this was the type of relationship clients had been used to receiving and we are committed to maintaining the high standards of service that Mason's clients have come to expect." 

Although the acquisition included no staff as Mason ran the business on her own, Grayson Lewis are excited that their new team members Will and Caroline are able to help them take on this new workload with dedication and expertise. 

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