Tue, 12 Aug 2025 | BUSINESS SALE
Absolute Financial Group, a new private equity-backed independent financial advice (IFA) consolidator, has launched with its first acquisition. The group has moved for Kent-headquartered Absolute Financial Management, an IFA with £1.1 billion assets under advice.
Launched with a £115 million commitment from Inflexion Private Equity and Tatton Asset Management, Absolute Financial Group is led by CEO David Carter, former Chief Executive of CMS Wealth, and Non-Executive Chair Paul Hogarth, founder of Tatton Asset Management and Perspective Financial Group.
Absolute Financial Group is aiming to build a group of high-quality advisory businesses under a unified and well-resourced structure. Absolute Financial Management will serve as the central hub of this business, with subsequent acquisitions operating under a single national brand.
It will offer flexible acquisition structures, including majority and minority sales, and is focused on acquiring culturally aligned IFAs with strong client relationships and ambitions for long-term growth.
CEO David Carter said that there was “concern amongst the IFA community about losing independence and a decline of client service standards when selling their business” and the Absolute was formed “to ensure that the ethics, integrity and legacy of an IFA's business is maintained within a group that shares their values.”
He continued: "Whether business owners are seeking succession planning or simply looking to join a larger values-led organisation, we are confident we will be able to meet their requirements through a range of options, underpinned by deep sector expertise and robust financial backing."
Paul Hogarth said that the partnership with Inflexion presented “an exceptional opportunity to build a business that genuinely champions the IFA profession.”
Hogarth added that the group’s aim was “not to commoditise advice” but to build strong, lasting partnerships with its acquisitions and support “the long-term integrity and value of independent financial planning across the UK."
Inflexion partner and Head of Financial Service Andrea Bertolini said: "With a clear market differentiation and a bold vision, we have a unique opportunity to create one of the UK's leading financial planning businesses. This investment perfectly aligns with our strategy – backing ambitious financial services businesses with the capital and expertise to scale for the long term."
Read more about M&A in the UK wealth management sector:
90 per cent of IFAs and financial planners predict more M&A
Wealth management M&A boom continues amid changing dealmaking environment
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