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.

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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
Michael Hepher, Previously Chairman of Charterhouse Bank and Group MD of BT PLC

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
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 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

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