The SimplyBiz Group has partnered with a mergers and acquisitions specialist to support its new Horizon service, which provides support for advice firms on both sides of the acquisition process.
The service, launched two weeks ago, builds upon previous exploratory work the group has undertaken with a number of advice firms over the last 12 months, and aims to provide "the most focused, client-centric adviser buy-out solution in the market". Its newly-revealed partnership with specialist consultancy firm Wealth Holdings will offer one-to-one consultations for firms who are considering buying another advice business. The SimplyBiz Group compliance director Gary Kershaw, who is heading up Horizon with former Sanlam Wealth CEO Alex Morley, said: "The team at Wealth Holdings has a...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
