Swedish wealth manager Söderberg & Partners has taken stakes in three more IFA firms as it grows its footprint in the UK’s financial-advice space.
The three firms are Francis Clark Financial Planning, Qi Financial Solutions Ltd and Radcliffe & Co Independent Financial Advisers.
Francis Clark Financial Planning, based across the South West of England, advises on more than £900m of client assets.
The firm’s 65-strong team focuses on building long-term plans with its clients, advising on all areas of financial planning.
Qi Financial Solutions Ltd is an independent financial-planning firm based in Croydon.
The business advises on over £165m of client assets and employs seven staff, including three chartered financial planners.
Radcliffe & Co Independent Financial Advisers, based in Southampton, manages £1.5bn in assets. It serves more than 3,500 personal clients and 150 corporate employer schemes.
The firm focuses on delivering tailored solutions with clients’ objectives at the heart of everything.
Over the years, Radcliffe & Co has built expertise in working with high-net-worth individuals, business owners, the aviation sector and independent schools.
Gustaf Rentzhog, chief Executive officer at Söderberg & Partners, said: “We are thrilled to announce our investment in three more successful financial-advice firms.
“The UK market is home to many entrepreneurial financial advice businesses that demonstrate strong customer service and an innovative approach to financial planning. We are pleased to be able to support these businesses as they grow.”
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