Swedish wealth management firm Söderberg & Partners has revealed investments in three new IFA firms as part of its strategy to support small businesses in the UK financial advisory industry.
There are three firms:
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- Based in Cromer, Norfolk, Hoyl Independent Advisers is a national independent financial advisor firm. It boasts offices in Chelmsford, Derby, and London, as well as a network of 42 advisers that span the entire United Kingdom. Hoyl, in collaboration with its appointed representative arm, Create FM Ltd, offers specialised advice to both personal and business clients in areas such as mortgages and protection. With over £3bn ($3.8bn) in assets, Hoyl is well-known for developing long-term client relationships and regularly providing high-quality financial advice that meets the highest professional standards;
- Intelligent I-FA, a financial planning firm in the Midlands, offers reliable guidance throughout the UK. Intelligent Financial Advisory manages more than £300m in client assets and employs a staff of 13 experienced advisers that provide customised advice on pensions, investments, mortgages, and protection to individuals, families, and businesses. Intelligent Financial Advisory is known for its pleasant, community-focused approach, and it tailors financial strategies to each client’s specific needs, and
- Mosaac Ltd provides unbiased advice on investments, pensions, mortgages, and protection for businesses and individuals. The company is situated in Yorkshire and has more than £230m in assets.
Gustaf Rentzhog, chief executive officer at Söderberg & Partners, said: “We have found a wealth of investment opportunities across the UK financial advice space in our search for innovative firms with strong growth potential. The quality of financial advice given, and the longevity of relationships built gives these firms the edge, and we are delighted to be able to support their ambitions for the future. Investing in British financial services businesses is the cornerstone of our expansion strategy in this market, and we have been consistently impressed with the high calibre of businesses we have found.”
Mick Ramage, managing director of Hoyl, commented: “We are delighted to welcome Söderberg & Partners. As the advice gap in the UK continues to widen, this new partnership will enhance our operations and enable us to offer comprehensive financial advice to even more clients at a highly competitive cost.”
Mihir Shah, Sonni Assi, Ramsy Dhillon, Sukhpal Toor, Founders of I-FA, shared: “Our strategy for growth, whilst maintaining giving independent advice to clients, is a reason for our partnership with Söderberg & Partners. With their approach to developing technology to improve the advice process and experience, this will enable our advisers to benefit clients and enhance the service they receive. Together with Söderberg & Partners, we aim to drive growth and innovation in the Midlands’ financial advisory market, providing top-tier solutions for clients.”
Daryl Clark, director of Mosaac, added: “This marks a significant milestone in our journey as we continue to provide tailored financial advice and services to our valued clients. Joining the Söderberg partnership presents an incredible opportunity for our firm and our clients. It allows us to enhance our service offerings and tap into a broader network of expertise, resources, and innovation, while staying true to the values and personal touch that have always defined us. We look forward to new opportunities ahead and remain dedicated to helping our clients achieve their financial goals with trust, integrity, and professionalism.”
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