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.
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
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,
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 futureAndy Robbins,