News

Starting the Conversation: Protecting Your Legacy and Planning Ahead

For many business owners, thinking about the future of their firm is something that sits in the background. It is important, but rarely urgent. As a result, it is often left until a later stage, when decisions feel closer and the stakes feel higher. At Superbia Group, we believe the most valuable ti...

14.04.26 02:02 PM - Comment(s)
Superbia expands AUM towards £1.4bn with latest client bank acquisition

Superbia Group, the B Corp-certified financial planning and investment group, has announced the client bank acquisition of Coventry-based Frank Corrigan & Co. Limited, further strengthening its presence in the Midlands and taking total group...
02.04.26 09:57 AM - Comment(s)
Understanding How to Pass Down Wealth 

Building wealth is often the result of years of careful decisions and hard work, and therefore understandably, there is often a desire to ensure that what you have built can benefit your loved ones. However, passing down wealth in England is not always straightforward. Without proper estate planning...

25.03.26 04:49 PM - Comment(s)
When Should You Start Planning the Sale of Your Financial Advice Firm?

For many financial advisers, the firm they have built represents far more than a business. It is the product of years of dedication, countless client relationships and a commitment to helping people secure their financial futures. Yet despite the time and energy invested in creating something truly ...

18.03.26 09:11 AM - Comment(s)
Preparing Clients — and Yourself — for a Smooth Transition
Learn how to prepare your clients and yourself for the sale of your financial advice firm, ensuring a smooth transition and lasting relationships.
22.10.25 11:36 AM - Comment(s)