Latest acquisition “just the start” for private-equity backed estate planning and professional services group

Private equity backed DJH has announced the acquisition of the Private Wealth business of Stoke-headquartered Beswicks Legal; taking their tally to 13 acquisitions over the past three years. 

The professional services and accountancy group, which is backed by private equity group Tenzing, says it has doubled the size of its estate planning division with the acquisition, taking the expanded team to 16 at the Festival Park offices.

“This partnership brings together two highly experienced estate planning and private wealth teams, offering clients access to greater combined expertise and national resource,”

explained Rachel Watkinson, who joined the group in 2023 and is Managing Director of DJH Estate Planning.

“Our approach is far less transactional than in a law firm where you tend to see a client, draft their will and that’s it unless they need to make major changes. Instead, you will be partnered with our tax, wealth, and account teams to ensure you get the best possible advice and support throughout the duration of the relationship. This is especially beneficial for business clients, who have limited time on their hands and in probate matters where grieving families feel relieved at dealing with a joined-up team.

“This latest partnership makes us one of the biggest specialists in Staffordshire and Cheshire. And this is just the start, with plans in place to recruit two more experts over the next three months.”

Through organic growth and acquisition DJH’s multi-disciplinary team of 600 work from offices in Altrincham, Bexley, Bury, Chester Derby, Huddersfield, Leeds, Manchester, Nantwich, Sheffield, Stoke-on-Trent and Walsall. The firm says it provides owner managers, businesses, group companies and high-net worth individuals with access to audit, accounting, tax, and specialist business advisory services.

Scott Heath, CEO of DJH added the acquisition complements the firm’s efforts to ‘combine local expertise with national reach, while maintaining personalised service at its heart.’

“Beswicks Legal’s private wealth team is very well regarded in the estate planning space and its dedicated approach to best meeting their clients’ needs fits perfectly with our own culture. The fast-growing team is called DJH Estate Planning and has access to all our other services, which is extremely unique in both the private wealth and accountancy market. This is where we feel we can add real value that only comes when you bring the best accountancy and legal minds together.”

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