As you are aware for a number of years Ken Ozanne Limited has been working increasingly closely with Antrams Financial Services who have provided us with day-to-day compliance and IT services. Following a number of successful years both Antrams Financial Services LLP and Antrams Accountancy have experienced significant growth, and have been actively seeking an investment partner to help further enhance the service Antrams provide.

As part the changes they are making Ken Ozanne Limited has decided from 1st March to transfer our business, team, knowledge and skills to Antrams to further enhance our service provision to all our clients. This move will ensure that you continue to receive the best financial advice and continuity of service going forward. Jointly we are therefore delighted to announce, that they have accepted an offer from Cow Corner a significant private equity investor who we believe will help achieve this and further strengthen our position as one of the leading financial services firms in the Southeast. For Antrams, the investment will mean both greater stability for the future, as well as the resource to continue to develop the services that we are able to offer to our clients, both through Antrams Financial Services and our discretionary management company, Pier Financial Investments.

Cow Corner is a local company with a reputation for identifying and developing high quality service businesses in the Sussex area and their expertise will bring an added dimension to our already strong financial planning and accountancy team. Their commitment to building value for money, services is well aligned to our own client centred approach. We are confident that their input will feed through to sustaining and improving our development and therefore the quality of the service which we can offer our clients. Crucially, we are pleased to have secured an investment partner who understands the importance of offering good value to clients in an environment where costs matter.

We know how important the relationship with your own adviser is together with the teams who support them and be assured we are not looking to change the way this relationship works. We are at heart a people business, and while our service is built on providing financial solutions, we recognise that it is the understanding of individual circumstances, which often only develops over time, that can be key to those solutions.

We look forward to informing you of future developments but if you have any immediate questions on the above, please contact us.

Ken Ozanne

01273 328907