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The Superbia Group

A different approach to selling your advice firm

Superbia Group partners with independent financial planning firms across the UK through flexible succession structures designed to protect clients, staff, and the long term future of the business.

Supporting credibility
  • £1.4bn+ AUM
  • 3,000+ ongoing clients
  • 95+ employees
  • B Corp certified
  • Backed by August Equity
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Whether you're planning your exit, considering succession, or simply exploring future options — we’re here to help you take the next step with confidence.

At Superbia Group, we partner with high-quality, values-led financial advice firms to create tailored, flexible transitions. Whether you're ready to chat now or just gathering ideas, you'll find options, insights, and human-first support here.

Why firms choose Superbia

Most buyers focus on scale and integration.

Our approach is different.

Superbia Group is independent by design. We work with a small number of firms where there is strong alignment on culture, client service, and long term ambition. Our coverage is nationwide.

We support flexible succession structures that allow owners to:

  • step back gradually

  • retain involvement where appropriate

  • protect long standing client relationships

Alongside this, firms gain access to significant operational, regulatory, and growth infrastructure designed to support the next stage of the business.


Arrange a confidential discussion

Have a quick, no-pressure chat with our M&A team about your goals and explore how a partnership might work.

Book a call

Exit guide strategy
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Packed with insights to help you prepare, even if you’re years from making a move. We'll email it straight to your inbox.

Get the guide

Mailing list
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Not ready to talk? Join our mailing list to receive occasional updates, insights and real-world stories from other owners.

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What happens next?

Step 1 
​Confidential introductory conversation

A straightforward discussion focused on your business, your objectives, and what a future transition could look like.

Step 2 
Understanding your options
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We provide a realistic view on valuation, structure, timelines, and how a succession plan could work in practice.

Step 3 
Decide if it is worth progressing
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Many conversations stop there. Others develop over time into longer term succession planning discussions.

No pressure. No obligation. Complete confidentiality throughout.

What Other Owners Say

For my wife Debbie and I, our decision to retire was quite simple. We had worked together in Financial Services for over 35 years and the time felt right. Endless IFA red tape was taking their toll on our lives. With increasing regulation requirements and more documentation for every new customer, I knew that we needed to call it a day. But what a wonderful profession it is and we genuinely loved every minute of it. All our customers became friends. Helping other people is what we are here for on the this planet and I certainly did not want to let down my good friends and customers down who had placed their total trust in us for all those years. 
Choosing Superbia, after considering many others companies, was absolutely right. Their commitment to personal service above all else, was the main attraction for me. We could not have improved upon the smooth transition from Richard Billington IFA Ltd, to Furnley House Ltd. The process was thorough and the task of back office transition simple. I have no hesitation at all in recommending The Superbia Group as the go to company for assistance in retirement buy outs for small to medium IFA companies wishing to retire. It’s their rigorous attention to the details which gave us complete confidence. 

Richard B. - Leicestershire 

What Other Owners Say

I had joined the Superbia Group as a self employed adviser (a great move in increasing the value of the business) with the expectation of selling it on in 3 to 5 years time. 


Sadly, ill health brought forward the need to retire earlier and Superbia supported me with a fair and speedy sale.

Andy M. - Nottinghamshire

Speak to us directly about the future of your firm

Backed by August Equity, Superbia Group combines the flexibility and culture of an independent business with the infrastructure and long term investment needed to support future growth.

Unlike many consolidators, our focus is not simply on acquisition volume. We work with a small number of firms where there is strong alignment on culture, client service, and long term ambition, helping owners create succession plans that feel right for their business, clients, and team.

Approaching us directly also allows us to help shape the process early and connect you with experienced advisers who specialise in advice firm transactions and deliver a high quality, efficient service throughout.

Whether you are considering a full transition, phased succession planning, or simply want a clearer understanding of your options, our approach is designed to provide clarity, flexibility, and continuity from the outset.

Arrange a confidential discussion