Swedish wealth manager Söderberg & Partners expands UK presence with investments in four more IFA firms

Swedish wealth manager Söderberg & Partners continues to expand its presence in the UK financial advisory market, with investments in four additional independent financial advisor (IFA) firms. This brings the total number of UK firms backed by Söderberg & Partners to 11.

The four newly invested firms are Courtney Havers, Bespoke-Advice Ltd, Clear Financial Advice, and Bigmore Associates. Each of these firms brings a unique set of expertise and client-focused approach to the table, managing significant assets and providing tailored financial advice to individuals, families, and businesses.

Gustaf Rentzhog, CEO of Söderberg & Partners, emphasized the company’s commitment to supporting passionate entrepreneurs in the advisory sector. He stated that the goal is not consolidation, but rather to empower these businesses to achieve their vision with the resources and scale of Söderberg & Partners.

The founders and managing directors of the newly invested firms expressed their excitement about the partnership with Söderberg & Partners. They highlighted the cultural alignment, shared values, and the potential for accelerated growth and enhanced client services through this collaboration.

Söderberg & Partners’ expansion in the UK market began last year with investments in three advice firms, followed by acquisitions of minority stakes in other advisory companies. The recent investments in Bath-based Fidelius, London-based Vintage, and Croydon-based PK Financial, along with the latest additions, bring the total number of UK advice firms backed by Söderberg & Partners to 11.

With a focus on technology-driven improvements in the advisory process and a commitment to delivering outstanding outcomes for clients, Söderberg & Partners is poised to make a significant impact on the UK financial advisory landscape.