Leading edge innovation
from a boutique consultancy
Wealth Holdings is a specialist advisory and consultancy firm focusing on mergers and acquisitions, succession planning and post-deal integration within the Wealth Management, Financial Services and Fintech markets.
Understanding your business
and strategic objectives
No two businesses are exactly the same, so we take time to get to know you and your firm – not just the balance sheet.
Validating suitors
or acquisition targets
You only want to sell your business once – there are no second chances – so identifying the optimal buyer is critical.
The best combination of price,
deal structure and cultural fit
We strive to understand every aspect of a deal to achieve best results for a diverse range of buyers and sellers.
Maximising value
in an earn-out
The best deal makers know that
success is more than just about
negotiating the best price.
About Wealth Holdings
Wealth Holdings works in partnership with innovative businesses primarily, but not exclusively, in Wealth Management, Financial Services and Fintech.
We see the client’s success as our success, therefore we take a medium-to-long term approach, often taking a capital or profit-related interest.
Why Choose Wealth Holdings
Unconflicted Advice
We are an independent business and will therefore, always establish that our engagement/advice is unconflicted.
Years of Experience
We often act as an advisor or NED to a Board of Directors, or as a sounding board on specific strategic projects.
Aligned with Your Success
Our preferred fee structure often has an emphasis on aligned success and performance.
Broad Network
We have a network of industry-leading specialists and business interests that can be leveraged to benefit a client engagement.
We chose to partner with Wealth Holdings as they clearly have first-hand experience of building, selling and integrating IFA and Wealth Management businesses. Their approach is not just about numbers, it is about understanding the culture, personalities and structuring the right deal for all parties.
Matt Timmins, Joint CEO of SimplyBiz
In the thirty-five years since I joined the financial services industry, I have not encountered an organisation that provides such a complete, independent and professional financial planning service as is provided by HambroFraserSmith.
Michael Hepher,Previously Chairman of Charterhouse Bank and Group MD of BT PLC
Keith is an exceptional project manager and strategic thinker. I was fortunate enough to work with Keith for six years, which significantly improved the efficiency and profitability of our business. Keith was always available to assist us in developing our corporate strategy, which ultimately resulted in a higher acquisition valuation.
Dhan Sharma,Maze Wealth
During my time working with Debbie she has always shown excellent leadership and communication skills. She has a great eye for detail and, above all, is one of the most energetic and enthusiastic people I've had the pleasure to work with. I genuinely hope our paths cross again in the future
Andy Robbins,Mattioli Woods
News & Insights
Latest Wealth Holdings Articles In IFA Magazine
This month's IFA Magazine features both Wealth Holdings CEO Keith Brown and our Director & Head of Integration Debbie Dry.
Top tips on valuing your IFA business today | IFA Magazine
Debbie Dry was recently featured in IFA magazine sharing her tips on valuing your IFA business.
VIDEO: Buying and Selling IFA Practices
Debbie Dry was recently featured in a SimplyBiz Advice Show discussing the pros and cons of buying and selling IFA practices.