8 Devonshire Square, London, EC2M 4YJ, United Kingdom
Put your clients first. Grow your business. Exit with integrity
We exist for a very simple reason
We’re here to enable ownership succession between independently minded financial advice firms in the UK. We make it possible for owners to sell their businesses to like-minded firms in a way that puts their clients first and provides them with a fair value for their business. If you own or manage a UK-based financial advice firm and are considering selling or growing your business, then you’ve come to the right place.
Our capital is completely independent which means that all we require of borrowers is that they do right by the clients and staff of the target firm. We provide facilities for one-off or multiple transactions and we can provide capital in tranches to suit the agreed deal structure. Capital is......