Corbel Partners co-founders target adviser continuity over consolidation

Network is ‘not a general acquirer’

Isabel Baxter
clock • 5 min read

Preserving adviser relationships rather than pursuing consolidation for its own sake remains the driving force behind Corbel Partners’ acquisition strategy, its directors have told PA.

Speaking to Professional Adviser, Corbel Partners co-founders and directors David O'Hara and Paul Heath outlined how the network's acquisition programme, adviser succession proposition and technology roadmap have evolved amid growing consolidation across the financial advice market. This comes as the network has recently completed its 18th adviser acquisition. Succession challenge creates opportunity Corbel's acquisition programme was not originally part of a broader consolidation strategy, O'Hara explained. Instead, it emerged after an appointed representative approached the firm s...

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