Mon, 30 Jun 2025 | BUSINESS NEWS
Futura Financial Services Group, a consolidator of UK independent financial advisory (IFA) firms, has secured a £14.5 million facility from Shawbrook to accelerate its M&A-led growth strategy and support the acquisition of multiple UK IFA firms.
Futura Financial Services was founded by CEO Paul Ollerton in 2020 and focuses on acquiring smaller, well-established IFA firms. Post-acquisition, Futura retains the client relationships, team structures and brand identities of acquired firms, while providing long-term succession planning.
The company, which has completed five successful acquisitions, approached Shawbrook to support the next phase of its growth. With the IFA sector remaining highly fragmented, despite years of strong M&A activity, the company considers itself well placed to capitalise on further opportunities for consolidation.
Shawbrook worked with Futura’s management team and equity backer to structure a tailored debt facility, having been introduced via Dow Schofield Watts. The funding package, totalling £14.5 million, comprising an initial drawdown to complete three acquisitions, along with a £10 million Committed Acquisition Facility (CAF) to fund further M&A opportunities.
Paul Ollerton, CEO of Futura Financial Services Group, said: “We’ve built Futura with the aim of offering IFA firm owners a trustworthy exit option that retains their legacy and ensures ongoing client care. Shawbrook understood this vision from the outset and worked collaboratively with our team to create a facility that supports our strategy both now and in the future.”
Andrew Richards, Director of Structured Lending at Shawbrook, added: “Futura’s focused acquisition strategy and proven ability to integrate IFA firms with care made this an exciting opportunity for us to support. Working closely with their team and equity partner, we structured a flexible facility designed to meet both immediate funding needs and long-term ambitions. This transaction is a great example of how Shawbrook delivers tailored debt solutions that align with our clients’ pace of growth.”
Read about the ongoing wave of wealth management M&A.
Discover a highly distinctive mortgage network with approximately 110 advisers and an impressive growth model attracting 30-40 new advisers annually.
This is an exclusive opportunity to acquire a South Wales IFA business with substantial assets under management, offering a stable, recurring income stream.
A unique opportunity to acquire a directly authorised IFA firm in the South East with strong recurring revenue streams.
Please choose your settings for this site below. For more information please read our Cookie Policy
These cookies are necessary for our website to function properly and provide you with access to all features.
These are analytics cookies that help us to improve the way our website works.
These are used to improve the functional performance of the website and make it easier for you to use.