Fintuity offers flexible options for owners of independent advice businesses who want to realise value, stay involved, or partner with a technology-led whole of market firm without losing what they have built.
Your options with Fintuity
Choose the path that aligns with your timeline, your responsibilities, and the future of your clients.
Exit with value and certainty
If you are preparing for retirement or succession, we can structure a deal that gives you meaningful upfront value while supporting continuity for your clients and team. Options include a minimum 50% upfront payment, flexible earn-out structures, and both share purchase and asset purchase routes.
Stay Involved After the Sale
Some owners want to reduce responsibility without giving up the adviser relationships they have built over many years. With Fintuity, there is the option to join the buyer in an adviser capacity, continue working with clients, and move into a more manageable role over time.
Partner to accelerate growth
If you are not ready to sell but want a stronger operating model, Fintuity can provide the technology, support and infrastructure to help your firm grow faster. Our model is designed to help advisers work smarter through automation, admin support, paraplanning support and compliance support, all backed by the Adviser Hub.
Protect what matters the most.
Clients
If you are preparing for retirement or succession, we can structure a deal that gives you meaningful upfront value while supporting continuity for your clients and team. Options include a minimum 50% upfront payment, flexible earn-out structures, and both share purchase and asset purchase routes.
Advisers
Some owners want to reduce responsibility without giving up the adviser relationships they have built over many years. With Fintuity, there is the option to join the buyer in an adviser capacity, continue working with clients, and move into a more manageable role over time.
Support staff
If you are not ready to sell but want a stronger operating model, Fintuity can provide the technology, support and infrastructure to help your firm grow faster. Our model is designed to help advisers work smarter through automation, admin support, paraplanning support and compliance support, all backed by the Adviser Hub.
Commercially flexible
We know that no two firms are the same, and no two owners have exactly the same goals. That is why our approach is designed to be commercially flexible.
The objective is to create a structure that works for your timeline, your responsibilities and the future of your clients and staff.
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Minimum 50% upfront payment
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Flexible earn-out structure
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Share purchase deal available
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Asset purchase deal available
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Option for for you to remain involved as an adviser
What firm owners say
Let’s talk about the right next step for your firm
Whether you are planning retirement, thinking about succession, or looking for a better platform to help your business grow, Fintuity can help you explore a flexible route forward.
Fintuity for
Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.