Three specialists in wealth business valuations have teamed up to launch a new consultancy business, providing succession planning services to financial planning and accountancy firms.
Peloton Partners, a new business announced today, is headed by industry figures Rob Jones, Michael Harrison and David Murray, who “between them have more than five decades of direct experience working with institutions at various levels as well as financial planning and accounting businesses both large and small,” according to a statement.The trio say the business aims to fill a gap in the market whereby many wealth management businesses are not “extracting maximum value from their businesses”.“We work with our clients to ensure they have the right game plan and effective tools for change to maximise their value and performance as part of either a long-term growth plan or in readiness for the potential merger or sale of their business,” said Mr Jones. Mr Jones and Mr Harrsion are former executives with Shadforth Financial Group, while Mr Murray is a former consultant, as well as an adviser with FMD Financial Planning.
A new report has been released this week.
The wrap investment platform has added new managed portfolios to its menu.
The current funding model has been in place for five years.
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