Söderberg & Partners has taken minority stakes in two more advice firms – London wealth management firm Vintage Wealth Management and Croydon-based PK Financial.

Vintage is a London based group of financial services businesses and has more than £1.1bn of funds under management.

PK Financial, led by directors Prakash Patel and Jonathan Kelly, provides independent professional advice to companies and individuals representing £150m funds under management.

Söderberg & Partners group chief executive officer Gustaf Rentzhog said: “As we scour the marketplace looking for the best small firms out there, we have seen some standout businesses delivering great outcomes to their clients.

“In Vintage we see a scalable platform with strong infrastructure and a fast-growing professional network, while PK Financial has exceptional levels of client service which we think will serve it well for the future.

“As the advice profession faces greater overheads and administrative burdens, we are proud to be able to support these businesses to focus on what they do best – building client relationships.”

The founders of Vintage, Geoffrey Hartnell and Robert Stein, said: “We are delighted to have partnered with Söderberg & Partners.

“Their support will create significant growth opportunities for our staff and joint venture partners, who will continue to focus on providing market leading advice to clients.

“There is also an excellent cultural fit with S&P and we are impressed by their plans for the UK market where our strategies are highly compatible.”

PK Financial director Jonathan Kelly said: “Over the past 40 years our business has grown to suit the needs of our diverse and loyal client base.

“As we embark on our next phase of development, we have ambitious intentions to grow our business and, with similar values, Soderberg & Partners has proved to be the perfect partner to help us achieve our goals”.



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