Investment supports continued expansion

Amber River has secured investment from US private equity firm Stone Point Capital to support the firm’s next stage of growth.

After the transaction, Amber River confirmed that its founding private equity investor Penta Capital will remain a key shareholder.

Amber River currently oversees £13.6bn in assets under management and administration. The firm also works with more than 330 financial planners, advisers and investment specialists.

In addition, Amber River operates 13 regional wealth centres across the UK. It also runs two specialist centres focused on mortgage advice and investment management.

Amber River growth and leadership vision

Mary-Anne McIntyre, chief executive of Amber River, said the business started with a clear vision.

She explained that the firm aimed to build a financial planning company that is independent, customer driven and purpose led.

Today, Amber River supports around 80,000 clients. As a result, the business has become one of the leading financial planning firms in the UK.

McIntyre said the investment from Stone Point Capital marks the next stage of development for the company.

Stone Point Capital backs long-term strategy

Stone Point Capital focuses on financial services investments and manages more than $70bn (£52bn) of assets.

Fayez Muhtadie, co-head of private equity at Stone Point Capital, said Amber River stands out because of its clear purpose and strong culture.

He added that the firm supports advisers in delivering long-term value and positive outcomes for clients.

Muhtadie also said Stone Point has strong confidence in the leadership team and looks forward to supporting the company’s continued growth.

Transaction expected to complete in 2026

The companies have not disclosed the financial terms of the deal.

However, they expect the transaction to complete in summer 2026, subject to regulatory approval.

Steven Scott, founding partner of Penta Capital, said the investment marks a significant milestone for Amber River.

He added that the backing reflects the strength of the business built by McIntyre and her team.

Scott also said Penta Capital is pleased to remain invested as the firm enters its next phase.