About Vertus

Who are we and why should you care?

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Run by people who understand

We are a small team of professionals on a mission to support and enable a thriving independent financial advice sector in the UK.

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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.

M&A Activity | Finance | Latest News | Investment

How to Use Debt to Buy an Advice Business (Without Losing Sleep)

Smart Leverage vs. Overextending: Striking the Right Balance Acquiring an advice firm using debt can be a powerful strategy—if done…

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Latest News

IFA owners, look up!

Financial planning firms are great businesses to own. Recurring incomes and predictable costs with scalable tech make for a great…

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Matchmaking | Latest News

The Perfect Match

Ask any experienced deal maker and they will tell you the same thing. The secret to successful M&A deals is…

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