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. ”