About Wealth Holdings

Wealth Holdings is a well-resourced and specialist M&A business that has built its expertise from coal face experience both within and outside Financial Services. We see the client’s success as our success, therefore we build a medium-to-long term relationship and will invest considerable resources and time to fully understand our clients requirements.

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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.

Matt Timmins, Joint CEO of SimplyBiz

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 SimplyBiz
Alex Sullivan - Managing Partner IFA Magazine

We understand the adviser and wealth management industries at a detailed and coalface level having built, grown, and exited successful businesses. Our partnership with Wealth Holdings is intended to create a leading M&A business that can’t be bettered on delivery, service, and price.

Alex Sullivan,
Managing Partner IFA Magazine
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
Andy Robbins

During my time working with Wealth Holdings, they have always shown excellent leadership and communication skills. They have a great eye for detail and, above all, they are one of the most energetic and enthusiastic teams that I've had the pleasure to work with. I genuinely hope our paths cross again in the future

Andy Robbins,
Mattioli Woods

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