Atomos has acquired Equanimity, an IFA based in North London which specialises in providing holistic advice to high net worth women, particularly on post- separation, divorce and bereavement matters.
The firm is headed up by Helen Howcroft, chartered financial planner, back in 2004. Ms Howcroft leads a team of 12 employees.
Atomos will support Equanimity in enhancing its current services and approach, as well as expanding its scope to include clients without previous experience accessing financial advice, as part of the Financial Conduct Authority’s accessibility proposal.
Ms Howcroft commented: “In Atomos we have found a partner who shares our ambition and can help our team to develop client relationships free of the increasing burdens placed on advice businesses.
“With Atomos’s support, we can help many more individuals and families achieve their financial goals.”
Atomos chief commercial officer Chris Kraft said: “We are delighted to welcome Equanimity into our business.
“This is a key strategic acquisition for Atomos and will allow us to leverage Equanimity’s expertise in specialist advice and roll it out nationally across our regional offices.
“In this way we’ll be able to support more of our clients through specific life events and challenges. We look forward to working closely with Helen and her team to achieve this goal.”
Gunner & Co. specialise in IFA sales, IFA business sales, retiring IFAs and IFA client bank sales
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