The list

List of IFA consolidators in the UK

Updated

Fifteen groups that buy UK financial advice firms, each linked to its own page and read on 28 October 2026. Three state their client assets; the size beside each is that group's own figure.

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The groups that state their size

Fairstone

£23bn of client investment funds, by its own home page.

Source: Fairstone (its own page, listed on this site's dataset page)

Ascot Lloyd

£14.8 billion of funds under management, by its own home page.

Source: Ascot Lloyd (its own page, listed on this site's dataset page)

AFH Wealth Management

£11bn of group client assets, by its own home page.

Source: AFH Wealth Management (its own page, listed on this site's dataset page)

The groups that state no size on the page we read

Perspective Financial Group

Listed from its own home page, read 28 October 2026.

Source: Perspective Financial Group (its own page, listed on this site's dataset page)

Wren Sterling

Listed from its own home page, read 28 October 2026.

Source: Wren Sterling (its own page, listed on this site's dataset page)

Succession Wealth

Listed from its own home page, read 28 October 2026.

Source: Succession Wealth (its own page, listed on this site's dataset page)

Foster Denovo

Listed from its own home page, read 28 October 2026.

Source: Foster Denovo (its own page, listed on this site's dataset page)

Absolute Financial Group

Listed from its own home page, read 28 October 2026.

Source: Absolute Financial Group (its own page, listed on this site's dataset page)

Progeny

Listed from its own home page, read 28 October 2026.

Source: Progeny (its own page, listed on this site's dataset page)

Atomos

Listed from its own home page, read 28 October 2026.

Source: Atomos (its own page, listed on this site's dataset page)

Finli Group

Listed from its own home page, read 28 October 2026.

Source: Finli Group (its own page, listed on this site's dataset page)

Continuum Group

Listed from its own home page, read 28 October 2026.

Source: Continuum Group (its own page, listed on this site's dataset page)

Kingswood Group

Listed from its own home page, read 28 October 2026.

Source: Kingswood Group (its own page, listed on this site's dataset page)

Söderberg & Partners UK

Listed from its own home page, read 28 October 2026.

Source: Söderberg & Partners UK (its own page, listed on this site's dataset page)

Brooks Macdonald

Listed from its own home page, read 28 October 2026.

Source: Brooks Macdonald (its own page, listed on this site's dataset page)

How the list was made

Each name is a group whose own pages say it buys advice firms, or one named as a buyer in a dated deal announcement we read. A group is named only from what it published; we add no backer, valuation or ranking of our own.

Source: UK IFA consolidators: every row, with its source

Tell us what you want to buy

The kind of firm, the area, the price range and timing. Joseph Ellul reads it himself and replies directly. Free, no obligation.

What you want to buy

Share purchase or asset purchase?

  • Free, and no obligation
  • Read and answered by Joseph Ellul himself; no firm receives it
  • Information only: no tax, legal, regulated or investment advice

Sources

This site's own datasets, every figure quoted from its source and dated:

  • The Ifa Control Rules carries 7 published figures read from 1 source's own page, from 10 to 50 percent, read 28 October 2026.
  • The median published figure in the UK Ifa Consolidators is 14,800,000,000 GBP across 3 sources' own pages (range 11,000,000,000 to 23,000,000,000 GBP), read 28 October 2026.
  1. Fairstone (its own page, listed on this site's dataset page)
  2. Ascot Lloyd (its own page, listed on this site's dataset page)
  3. AFH Wealth Management (its own page, listed on this site's dataset page)
  4. Perspective Financial Group (its own page, listed on this site's dataset page)
  5. Wren Sterling (its own page, listed on this site's dataset page)
  6. Succession Wealth (its own page, listed on this site's dataset page)
  7. Foster Denovo (its own page, listed on this site's dataset page)
  8. Absolute Financial Group (its own page, listed on this site's dataset page)
  9. Progeny (its own page, listed on this site's dataset page)
  10. Atomos (its own page, listed on this site's dataset page)
  11. Finli Group (its own page, listed on this site's dataset page)
  12. Continuum Group (its own page, listed on this site's dataset page)
  13. Kingswood Group (its own page, listed on this site's dataset page)
  14. Söderberg & Partners UK (its own page, listed on this site's dataset page)
  15. Brooks Macdonald (its own page, listed on this site's dataset page)
  16. FCA: change in control quick reference guide
  17. Financial Services and Markets Act 2000, Part XII (legislation.gov.uk)

Tell us what you want to buy.

The kind of firm, the area, the price range and timing. Joseph Ellul reads it himself and replies directly. Free, no obligation.

Send my brief