Access a pure source of independent capital.

Put your clients first. Grow your business. Exit with integrity.

We exist for a very simple reason

We’re here to enable ownership succession between independently minded financial advice firms in the UK. We make it possible for owners to sell their businesses to like-minded firms in a way that puts their clients first and provides them with a fair value for their business. If you own or manage a UK-based financial advice firm and are considering selling or growing your business, then you’ve come to the right place.

Who are you?

Are you an owner (or manager) of a UK-based, independently minded financial advice firm? Are you looking to balance the interest of your clients, with your situation and that of your team? Are you trying to create an ownership transition that honours the long term commitments you’ve made to your clients?



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Who are we?

Our firm is operated by a team with experience in the financial planning field, as financial planners and matchmakers. Led by Matt Marais, a Certified Financial Planner and former financial adviser, we have been involved in IFA deals of all shapes and sizes. We understand what makes these deals work to the benefit of all parties, including clients and staff.



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How can we help?

We provide independent loan capital to enable advice firm owners to sell their businesses to like-minded firms, or their internal team. We appreciate that every situation is unique and so flexibility is important. We customise our terms so both parties are able to conclude a deal, with minimal compromise.



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What do we do?

We provide independent capital in the form of bespoke business loans for single or multiple acquisitions.

We provide capital to help facilitate the sale and purchase of advice firms. Our capital is completely independent which means that all we require of borrowers is that they do right by the clients and staff of the target firm. We provide facilities for one-off or multiple transactions and we can provide capital in tranches to suit the agreed deal structure. Capital is raised at the outset of the deal and all parties have security that all deferred payments are available.

Our expert team has significant experience in this space, not to mention the provision of debt facilities to owner-operated businesses. We understand the complexities of these transactions and while we require business plans and financial forecasts, we only ask for what we really need to make a decision.

Read more about Vertus Capital

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Read our blog

We only write when we have something to say that we genuinely feel will be of interest. Below is a sample of our latest thoughts.

Assessing Value

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IFA owners, look up!

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Companies we’ve helped

We haven’t been around for that long, but we’ve already made an impression on some leading lights in the financial advice market.

Tina Weeks

Serenity Financial Planning

I am very impressed and happy with Vertus. They take business funding to a completely different level to the point where you think of them as partners not as funders! Matt and his team have been brilliant and accessible throughout. I wouldn't hesitate to recommend them and have done so on many occasions.

Michael Smith

Chamberlyns

Matt and the team at Vertus have a straight dealing, flexible and supportive approach, a depth of knowledge and experience in the merger, acquisition and financing space, and an entrepreneurial mindset which makes them an enjoyable, refreshingly different and valuable partner. As such, I can't recommend Vertus highly enough to those who are looking to take their next big step forward on their business journey.

Simon Harvey

bdhSterling

Matt and the Vertus team supported us with our first significant client bank acquisition. They were flexible in their approach and helped us to secure a facility that perfectly met our requirements. Matt is extremely knowledgeable and straight talking but highly personable style make him a pleasure to work with.

Gretchen Betts

Magenta Financial Planning

Vertus have been helpful and friendly, diligent and professional in all my dealings with them. Always happy to help and very knowledgeable about financial planning companies and succession planning.

Lloyd French

Delaunay Wealth Management

Bradley, Matt and the Vertus team were extremely helpful when buying out my business partner in 2020. Even though these transactions can be quite stressful and complicated, the level of support and their pragmatic approach made it a much more straightforward than it otherwise could have been, which I really appreciated. I have now been fulfilling my quarterly reporting requirements for ten months and my ongoing dealings with Brent have been very smooth, they even accommodated a slight change to our contract when I wanted to purchase an EV which I think demonstrates their flexible approach and understanding of how business needs can change. I would recommend Vertus to anyone requiring finance in the financial sector.

Andy Kerr

McHardy Group

Working with Matt and the team has been a really positive experience. Vertus are a very professional, engaging and open-minded organisation with a real passion and enthusiasm to make things happen. I am genuinely delighted to have them on my side.

Stephen Goldman

AM&A Investment and Pension Planning

Matt and the Vertus team were instrumental in ensuring the smooth handling of my MBO. They were flexible in their approach and extremely helpful in getting the right deal for all concerned. I would not hesitate to recommend them to anyone who is looking for finance in our industry.

Stephen Evans

Evans Hart

We have increased the size of our firm by 50% over 18 months through the assistance and support of Matthew Marais and colleagues at Vertus. This enables us to extend our service to more clients, and build our corporate value which we are sharing with staff through a share option scheme.  I appreciate the help which Vertus gives not only in detail, but also with a shared strategic vision.

Sandy Robertson

Acumen Financial Planning

From the beginning of our relationship with Matt we could see that Vertus is a straight forward, approachable and forward thinking professional organisation. In August 2017, with encouragement and finance from Vertus we completed our second acquisition. We now regard Vertus as our financial partners and we look to the future with confidence knowing that they have values and vision similar to ours.

Marlene Outrim

UNIQ Family Wealth

Matthew and the Vertus team were really helpful when we were making acquisitions and did everything to help us plan and make successful purchases. Such a relief from more rigid funders and paperwork made as easy as possible. We wouldn't go anywhere else now.

Thanks for your interest…

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