Acquisitions

Why sell your firm to us?

Selecting the right buyer goes beyond the highest offer. It’s about finding someone who understands your business and is committed to securing the best outcome for all parties involved.

This is what makes us different

We’re built around people, not processes

You know better than anyone that a business is only as strong as the team behind it. We’re selective about who we bring on board because we believe in quality over quantity. This ensures we’ve got the right talent in place to serve our clients with the care and expertise they deserve.

We nurture talent, growth, and learning

Financial services is an exciting, rewarding and challenging career, with no two days ever the same. The opportunity for development is huge; therefore, we encourage all team members to develop their skills and gain qualifications at a pace they’re comfortable with.

Your clients continue to receive a personal service

We ensure your clients experience the same level of service they’ve come to expect. We’re the perfect size – not so big that clients get lost in the crowd, but not so small that we lack the expertise and track record to back up our promises. We have the resources to deliver exceptional service while maintaining a personal touch.

Our office feels like a home

There’s something special about an office that clients and employees are genuinely excited to visit. Located in the heart of Penistone, we’re fortunate to work in a beautiful building that reflects our welcoming culture. We invite all prospective sellers to see it for themselves and experience the atmosphere first hand.

We run an in-house centralised investment proposition

We manage our centralised investment proposition in-house through our investment committee. This allows us to carefully research and deliberate every decision, ensuring nothing is rushed. By handling this process internally, we maintain a rigorous and robust approach that benefits our clients and employees, providing a level of control and consistency that sets us apart.

Have a conversation with our acquisitions team

Use the form here to get in touch with our acquisitions team. Please provide as much detail as possible, and we’ll get back to you as quickly as we can.