Swedish wealth manager Söderberg & Partners announces it has made investments in three more IFA firms as it grows its footprint in the UK’s financial advice space.
The three firms are:
- Francis Clark Financial Planning, based across the South and South West of England with nine offices from Bristol to Truro. Established in 2002, the firm advises on more than £900m of client assets and is ranked among FTAdviser’s top 100 financial advisers. Francis Clark’s 65-strong chartered financial planning team focuses on building long-term plans with its clients, advising on all areas of financial planning to help them achieve their objectives, and keeping these regularly reviewed to adapt when life changes. The firm advises individuals as well as corporate clients and trusts.
- Qi Financial Solutions Ltd, an independent, chartered financial planning firm based in Croydon. The business has a long history of serving individuals and families based primarily in London and the South of England. Qi Financial Solutions prides itself on building trusted, long-term relationships with clients. The firm advises on over £165m of client assets and employs seven staff, including three chartered financial planners.
- Radcliffe & Co Independent Financial Advisers, based in Southampton and proudly serving clients since 1959. Radcliffe & Co manages £1.5bn in assets and serves more than 3,500 personal clients and 150 corporate employer schemes. The firm focuses on delivering tailored solutions, with clients’ objectives at the heart of everything. Over the years, Radcliffe & Co has built expertise in working with high-net-worth individuals, business owners, the aviation sector, and independent schools.
Gustaf Rentzhog, Chief Executive Officer at Söderberg & Partners, commented: “We are thrilled to announce our investment in three more successful financial advice firms. The UK market is home to many entrepreneurial financial advice businesses which demonstrate strong customer service and an innovative approach to financial planning. We are pleased to be able to support these businesses as they grow.”