Sandringham Financial Partners

Park Place advised the majority shareholders of Sandringham Financial Partners – a fast growing provider of independent financial advice – on its sale to M&G Wealth, a division of M&G plc, the FTSE100 constituent global wealth manager.

Sandringham is a well-established national Independent Financial Adviser business with over £2.5bn of assets under the advice of its 180 advisors acting on behalf of over 10,000 clients.  The acquisition allows M&G Wealth to grow and build its advisory capability and provide a wider range of investment solutions.

Shareholder Sarah Turvey said “From initial conversations on sector valuation metrics through to final price negotiations, Park Place demonstrated an ability to focus on the things that mattered to the shareholders with consistently well supported insight and viewpoints.”

Richard Firth, who led the advice from Park Place, commented “it’s a privilege to have advised the shareholders of this standout business in the IFA sector.  It’s a sector which has seen a flurry of M&A activity in recent months from both strategic acquirers and equity investors attracted by the increasing number of individuals seeking financial advice and the resultant recurring income this yields.  The shareholders recognised the opportunity for accelerated growth under the M&G Wealth brand whilst maintaining its rigorous approach to compliance.”

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