The Superbia Group - News by Superbia Group

Superbia expands AUM towards £1.4bn with latest client bank acquisition

Thu, 02 Apr 2026 09:57:52 +0000

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 assets under management to approaching £1.4 billion.

The deal brings approximately £200 million in client assets into the group, increasing Superbia’s footprint to around 3,000 ongoing clients nationwide.

This marks Superbia’s fourth transaction in the past 18 months and forms part of a series of client bank acquisitions, alongside William StClare and Spicer & Yarwood as well as the acquisition of Sanctuary Financial Planning.

The latest integration reflects Superbia’s deliberate and focused growth philosophy, which prioritises long-term client outcomes. Each opportunity is assessed not only on strategic fit, but on cultural alignment, adviser continuity, and the ability to enhance the client experience over time. This philosophy continues to underpin the group’s success.

Stefan Fura, Group Managing Director of Superbia Group, commented:

“Our focus has always been simple — grow in a way that genuinely improves outcomes for clients.

Corrigans is a strong business with a long-standing reputation and a clear alignment in how they look after their clients. That matters more to us than anything else when we’re looking at opportunities.

Reaching £1.4 billion of assets is an important milestone, but it’s not the goal in itself. What matters is how we deliver for clients at that scale — maintaining the standards, culture and care that have got us here.

We’ll continue to grow, but we’ll do it selectively. Only where there’s a strong cultural fit, where advisers want to be part of what we’re building, and where we can genuinely enhance the client experience.

That's how we build a business that lasts.”

Preparing Clients — and Yourself — for a Smooth Transition

Wed, 22 Oct 2025 11:36:46 +0000

Your clients have trusted you for years — don’t leave them in the dark.

One of the most delicate parts of selling your firm isn’t the negotiation table — it’s the conversation with your clients. How you communicate the change can make the difference between retaining relationships and losing them.

Start with empathy

Clients often see their adviser as more than a service provider. You’ve guided them through personal milestones, market turbulence, and tough life decisions. Respect the relationship by sharing the news in a way that’s personal, timely, and clear.

Communicate in stages

Plan the message — Work with your buyer to agree what can be shared, and when.
Tell key clients personally — A phone call or meeting is worth more than an email for (at least) your top-tier relationships.
Share the bigger announcement — If you don’t have the capacity to call or meet with all of your clients, then send a tailored letter or email to your wider client base, explaining the benefits of the transition.

Reassure and reframe

Explain why the change is happening, what it means for them, and what will not change. Being transparent about the key considerations you had during the selection process can evidence to your clients that they were thought about throughout.

Next Step:

If you’d like a proven exit planning client communication framework, we can help you design one that keeps relationships strong.

Inside vs. Outside Exit: Why Selling to an External Buyer Often Wins

Tue, 07 Oct 2025 09:54:26 +0000

When you’ve built a firm from scratch — or grown one over decades — the decision to sell is never just a transaction.

It’s the culmination of your work, your relationships, and your legacy. And while there’s more than one way to step away, some paths can open far bigger doors than others.

The two most common routes for financial advisers are:
1️⃣ Internal succession — selling to people already inside your firm, like a management team or family members.
2️⃣ External sale — selling to a buyer outside your business, such as another advice firm, or private equity.

Internal Succession: Familiar Faces, Familiar Limits

Keeping it in the family can feel safe.

You know the people, you trust the relationships, and you can picture them continuing the business in the same way you have.

Pros:

Retains much of the culture and values you’ve built.

Often less visible change for clients and staff.
Allows you to guide the transition closely.

Cons:

Lower sale values are common — internal teams often can’t match the offers of external buyers.
Buyers may need to secure financing, stretching the timeline and adding uncertainty.
Growth can remain limited without fresh capital, technology, or market access.

For owners prioritising sentiment over sale value, this can still be a rewarding choice — but it’s not the fastest or most financially competitive route.

External Sale: Capital, Capability, and Competitive Bidding

Selling to an external buyer can feel like a leap into the unknown — but it’s often where the biggest opportunities lie.

Pros:

Higher sale prices from buyers with strategic growth plans.
Faster capital release, allowing you to access the value of your business sooner.
Access to resources you may never have had in-house: advanced technology, broader investment propositions, marketing firepower, and new client acquisition channels.
Enhanced opportunities for your team — from career progression to better infrastructure and benefits.
Additional value for clients, who can benefit from new services, improved tools, and stronger long-term stability.
Experience of the business sale process, with opportunity to speak to others who have been through it with the buyer.

Cons:

Cultural change is more likely if you don’t find the right partner — but with the right buyer, it can be positive and future-focused.

In most cases, the external sale route offers a stronger financial outcome, greater certainty of completion, and fresh opportunities for the people and clients you care about.

The Heart of the Decision

Yes, the choice is personal. But it’s also strategic.

An external sale doesn’t mean abandoning your legacy — it can mean expanding it, ensuring your firm and your people have more resources, more reach, and a stronger platform for the future.

If your goals include maximising the value you’ve worked so hard to build — and setting your business up to thrive well beyond your own tenure — an external buyer is often the most effective way to get there.

Next Step:

We work with firm owners to identify the right buyers — the ones who offer not just the best price, but the best fit for your legacy.

If you’d like to explore your options confidentially, let’s talk.

Mapping Your Exit Timeline: When to Begin, What to Expect

Mon, 29 Sep 2025 10:42:05 +0000

There’s no such thing as “too early” when it comes to exit planning.

The most common regret I hear from owners is: “I wish I’d started sooner.” Even if you’re not ready to sell for another two or three years, mapping out your exit timeline now gives you the chance to optimise every aspect of your business.

12–36 months out: Setting the stage

Focus on building recurring revenue and securing long-term client agreements.

Review your financials and address any anomalies.

6–12 months out: Fine-tuning

Collect client testimonials and success stories to showcase loyalty.
Resolve any outstanding compliance or legal issues.

3–6 months out: Entering the market

Begin confidential conversations with potential buyers.
Prepare your team and clients for upcoming changes where relevant – we can provide guidance on this.

The emotional checkpoint

Selling your firm is more than a transaction. Giving yourself the runway to get comfortable with this change will make the process less stressful and more rewarding.

Next Step:

If you’d like a clear, tailored exit planning timeline for your firm, we can map it out together — confidentially and without commitment.

The Anatomy of a High-Value Exit: What Buyers Really Look For

Mon, 15 Sep 2025 14:22:58 +0000

Selling for more than you imagined is rarely an accident.

Every so often, you hear about an advice firm that sold for a figure above market expectations. That doesn’t happen by luck — it’s the result of years of intentional preparation and knowing what buyers truly value.

If you’re thinking about your own financial advice exit, here’s what’s likely to move the needle on your valuation.

1. Stable, predictable revenue

Buyers want to know they can count on your income streams. Recurring revenue (especially from ongoing client fees) is gold dust. It signals long-term client relationships and predictable cash flow.

2. A loyal, well-segmented client base

A buyer isn’t just purchasing your income, they’re inheriting relationships. A clear client segmentation strategy tells them who you serve, how you serve them, and where the opportunities for growth are.

3. A business that runs without you

If you are the face of the firm, your absence after the sale could cause challenges. Documented processes, empowered staff (where relevant), and a strong culture will reassure buyers.

4. Clean compliance and financial records

Nothing kills momentum in a sale faster than messy books or unresolved compliance issues. Address these before entering the market; low-risk acquisitions are more attractive.

5. Growth potential

Show the buyer where the business can go, not just where it is now. Unused marketing channels, untapped markets, or cross-selling opportunities are often viewed as potential.

The emotional side: leaving your business in good hands

It’s not just about maximising your advice firm’s valuation,it’s about choosing a buyer who will nurture what you’ve built. The best exits leave the seller feeling proud of the legacy they’ve left behind.

Next Step:

If you’d like a confidential assessment of how your firm stacks up in the eyes of buyers, get in touch for a no-obligation chat.

Unlocking Your Firm's Value: Why Now Is the Moment to Plan Your Exit

Thu, 11 Sep 2025 13:02:00 +0000

You’ve built something remarkable.

Years of early mornings, late nights, client meetings that ran over, and phone calls on holidays have gone into this business. Your firm isn’t just a collection of clients and contracts; it’s part of your identity and everything you believe in.

That’s why the decision to even think about selling can feel so complicated and overwhelming. On one hand, there’s the market—buzzing with opportunity. On the other, there’s you trying to make sense of what comes next, and when the right moment to step away is.

The market is speaking… and it’s saying “now.”

This isn’t just media hype. Financial advice firm M&A activity is breaking records. The past year has seen unprecedented interest from different buyers: private equity firms, large consolidators, and regional groups looking to acquire. The current environment of stable interest rates, investor appetite, and a proven demand for quality firms has created something close to a “perfect window” for exits.

It’s not just about numbers - it’s about your legacy.

A strong sale price is great. But most firm owners we speak to care just as much about who they sell to. Will your clients be looked after and benefit from the deal? Will your values and what you believe in be preserved?

A great financial adviser exit strategy takes all of this into account. The right preparation means you can sell with confidence, knowing both your finances and your legacy are protected.

What drives a premium valuation?

Every buyer is looking for something slightly different, but there are consistent traits that make firms more attractive:

Recurring revenue and stable cashflow
A loyal, well-segmented client base
Strong compliance history and clean books
Documented processes that make the business scalable without you in it

If you can demonstrate these, your firm valuation will be stronger.

Why planning early pays off

Even if you’re two or three years away from selling, starting now is smart. An early start gives you time to strengthen any weaker areas and present the business in its best light. It also means you can choose the buyer and deal structure that works best for you or explore options around downstream buyout.

So… is now your time?

Only you can answer that. But if you’ve ever caught yourself wondering “what would life look like after I sell?”, now is the moment to explore the answer.

You’ve earned the right to think about your future, not just the future of your clients. And with the current market conditions, you may find that the numbers, the timing, and your personal goals align more closely than you expected.

Next Step:

If you’d like a confidential conversation about your firm’s value and what an exit might look like for you, we’re here to help. No pressure. No rush. Just clarity.

The Superbia Group Expands with Acquisition of Sanctuary Wealth Planning

Wed, 30 Apr 2025 09:31:00 +0000

The Superbia Group is pleased to announce the successful acquisition of Sanctuary Wealth Planning, a highly respected financial planning firm based in Romsey, Hampshire.

Sanctuary Wealth Planning has built a strong and loyal client base over the years. This acquisition ensures that they will continue to receive high-quality financial advice and services from the Groups two advice arms, Furnley House and Headley Financial Services.

This marks their second successful acquisition this year, following the integration of William StClare Limited, an Independent Financial Adviser based in Leicestershire. These strategic moves are a party of their commitment to sustainable growth, market expansion, and delivering quality financial planning services to more clients.

Jay Naylor, Marketing Director of The Superbia Group, commented:

“We are thrilled to welcome the clients of Sanctuary Wealth Planning into our growing family. Our ambition remains to expand our presence while upholding the highest standards of client service. We also encourage similar firms considering succession planning or expansion opportunities to explore joining our group.”

This acquisition is a testament to our dedication to strengthening our position in the financial services sector while maintaining a strong focus on ethical business practices and client satisfaction. ”

The Superbia Group acquires William StClare

Fri, 31 Jan 2025 16:17:00 +0000

We pleased to announce we’ve successfully acquired William StClare Limited, an Independent Financial Adviser based in Leicestershire.

This strategic acquisition marks another milestone in our ongoing expansion and commitment to providing high-quality financial advice. Clients from William StClare Limited will now transition into Furnley House, ensuring continuity of their financial planning service.

Stefan Fura, Chief Executive Officer, commented: ‘We are delighted to welcome the clients of William StClare Limited into The Superbia Group. Our ambition is to continue growing our market presence while maintaining the highest standards of service.

‘We also invite similar firms that are considering succession planning or expansion opportunities to explore joining our group.’

This acquisition underscores the Group’s strategy of sustainable growth and strengthening its position in the financial services sector while maintaining a strong commitment to its clients and ethical business practices.

Elliott Silk joins The Superbia Group

Mon, 06 Jan 2025 16:18:00 +0000

We are pleased to announce the appointment of Elliott Silk as Head of Financial Planning. In his new role, Elliott will be responsible for leading the firm’s financial planning, driving strategy and enhancing client offerings.

Elliott brings over 30 years of experience to the role, and has previously held roles at atomos wealth, Sanlam UK and English Mutual.

Stefan Fura, Chief Executive Officer, said: ‘We are delighted to welcome Elliott to our team. His extensive experience, industry knowledge, and client-centric approach will be invaluable in delivering value to our clients.’

Elliott Silk said, “I am excited to be joining The Superbia Group at such a pivotal time. They have a strong reputation for delivering high-quality financial services, and I look forward to working with the team to further enhance our offering and support our clients in achieving their financial goals.’

Jay Naylor joins The Superbia Group

Sun, 20 Oct 2024 12:27:00 +0000

Jay Naylor has been appointed as The Superbia Groups’ new Marketing Director, a newly created role aimed at strengthening the company’s strategic marketing efforts and brand presence.

With a wealth of experience in marketing, branding and strategy, Jay will play a key role in the company’s ongoing expansion and commitment to delivering value-driven solutions.

Stefan Fura, Chief Executive Officer at The Superbia Group. ‘We are thrilled to welcome Jay Naylor to Superbia Group. Her extensive background in marketing and deep understanding of customer engagement will be instrumental in shaping our future.’

Prior to joining Superbia Group, Jay held a senior position at PRIMIS.

She said “I’m thrilled to be joining Superbia Group at such a pivotal time in its journey. The business is driven by a clear and ambitious vision, and it’s exciting to be part of a team that’s genuinely focused on making a difference in the financial lives of the people we serve.”