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.

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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Latest News

Selling goodwill

When you sell a business, you are not just selling tangible assets. If that were the case, the value of…

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How can we help?

Access our guides, briefing notes and checklists. Conditions apply. Alternatively, if you need to speak to someone, get in touch.

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