Welcome to Catalyst Partners

Catalyst Partners provide bespoke merger and acquisition services to firms in the financial services sector.

We provide a whole of market service to business owners looking to sell their business by giving them a full understanding of all the acquirers in the market to ensure the owners realise the full value for their business.

For acquirers, we analyse the market to help the firm develop and execute a targeted acquisition strategy.

We place a premium on building close relationships with our clients that reflect our commitment to securing an outcome that is centred on their needs and objectives.

“Roderic and John are a safe pair of hands as business consultants, keep you accountable and are an ally through challenging times.”

Andy and Helen Dyke, Directors, The RU Group Ltd.
I am very happy indeed with the service you provided to guide us through what was one of the most important decisions that Nalda and I would make in our lives.”
‍
Glen Irvine, Managing Director, Irvine Financial Services Ltd.
“I cannot speak highly enough of Catalyst Partners and my business sale completed very satisfactorily.”
‍
Angus Mackintosh, Managing Director, AMLP Ltd.
We found Roderic's compliance and investment knowledge complemented John’s Financial, Legal, and Operational expertise. They took us through a thorough analysis of what qualities we required in a potential partner and a process to ensure any partnership was correct for clients, staff, and shareholders.”
Charles Gillespie WFI
Roderic working with John Chapman made this process less stressful and with their guidance and encouragement, we now are about to retire and enjoy the sacrifices we have both made in building our businesses over the years. If you are looking for two guys who you can relate to, trust, and work with you need look no further."
Andy McLaughlin Astute Wealth Planning
“Throughout the lengthy acquisition process, Roderic was invaluable as our guide and wise counsel, providing us with the experienced and objective view that we needed through the ups and downs of negotiations, due diligence, and completion."
Jo-Anne Smithson, Investors Planning Associates
“Roderic worked with me over what was a three-year period to help me refine my preferences and thinking as well as to challenge me. He remained patient and encouraging throughout the process. I always felt he was on my side with our interests at heart and he understood how important it was that we found the “right” firm.”
Paula Steele, John Lamb Wealth Management
“I highly recommend Roderic when selling a business or a bank of clients.”
Colum McNabb
“Roderic Rennison instantly gave me the comfort that he understood the market, our position and the ideal fit for ours and our firm's future. With John Chapman also onboard, we knew they would both add a tremendous amount of value to the process, and having had years of experience, they knew whom to approach to fit our needs.”
Mark Newman, Prosperity
“Roderic knows the marketplace well, is incredibly well connected but most important of all, he was interested in what we did. The level of service he delivered throughout the sale process was exemplary. It was a pleasure doing business with Roderic and I am very grateful he was there to handhold us through the sale process.”
Rory Matheson, Matheson Financial
“Roderic is a safe pair of hands as a business consultant, follows up, keeps you accountable and importantly, is an ally through challenging times. He is well connected and can approach other professionals as required along the way.”
Shona Barr, Affinity IFA
“Roderic advised me on the process of selling my business, the strengths and weaknesses of my proposition, the legal team I should employ, the likely interested parties, and the sale price and terms I was likely to achieve. He offered calm guidance and reassurance throughout.”
Paul Catling, Bowman Financial Planning
“Roderic understood what we were trying to achieve both personally and for our clients and was able to guide us as to what might suit us and what might not. His knowledge of the market was invaluable. We were very glad to have had Roderic on our side.”
John Lang, Tower Hill Associates
“Along the journey Roderic and John were with us every step of the way and were very influential in dealing with queries from the buyers as and when they arose. If you are thinking of selling your business, I would speak to Roderic and John as the first port of call.”
Jonathan Rice, Rice Whatmough Crozier
The sale of our business, which is now approaching forty years since it was formed, was a very emotional venture and one which without the help and guidance provided by Roderic Rennison and his partner John Chapman I doubt could have been achieved so successfully.”
Barry Woolley, Charter Financial Planning

Our Values

We believe in, and work to a strong set of values.

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Trust

We believe that this is the cornerstone of all our relationships

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Personal Service

Our clients only deal with us

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Good Outcomes

We seek outcomes for our clients that meet their specific needs

If you would like to receive a Guide to the process and stages in either selling your business or acquiring a firm, please fill in your details on the “Contact Us” page.

In October 2021, The One Four Nine Group acquired Charter Financial Planning the trading name of Charter Wealth Management Ltd. Charter Financial Planning has a 40-year history offering a comprehensive suite of financial planning services to clients in Preston and the North-West area. The business has three experienced advisers and eight support staff with £100m in AUM. Our role included identifying the buyer and advising on the structure and terms of the sale. “The sale of our business, which is now approaching forty years since it was formed, was a very emotional venture and one which without the help and guidance provided by Roderic Rennison and his partner John Chapman I doubt could have been achieved so successfully.” By initially identifying a variety of suitable vendors, known to them by their extensive contacts we had a wider range to choose from than had attempted to do the same ourselves.

Barry Woolley

Founding Director, Charter Financial Planning
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For sellers

We provide a whole of market, independent service providing you with the best chance of finding the most suitable acquirer for your business

Find out more

For buyers

We have an unparalleled knowledge of the IFA and Wealth Management market to help design and execute your acquisition strategy

Find out more

• In April 2022, The Progeny Group acquired The RU Group • The RU Group were established in their current form in 2003, but the origins of the business date back over 100 years. The Group are wealth management and retirement experts with a team of 48 employees based across three offices in Nottingham, Derby and Sheffield. • Our role included identifying the buyer and advising on the structure and terms of the sale. • “I was introduced to Roderic and John by another business owner when considering options for the future of our business. With a wealth of industry knowledge and experience, Roderic and John were able to listen and understand what was important to us and guide us on things that needed our consideration during the process. Roderic and john are a safe pair of hands as business consultants, keep you accountable and are an ally through challenging times. They are well connected and can approach other professionals as required along the way. We would have no hesitation in recommending their services”.

Andy Dyke & Helen Lindo

Chairman, Managing Director
View all Testimonials

Our Team

We have each spent all of our working lives in financial services and can therefore provide our extensive market experience and expertise to both sellers and buyers to achieve the right outcomes. Our services are tailored rather than “one size fits all.

View our team
To gain an insight of our views on the current M & A market, please go to the Articles and Videos tab and click on the Owen James Meeting of Minds event video

Articles

May 20, 2022
|
Money Marketing

Roderic Rennison: Employee engagement in a Covid world

The debate about working from home versus the office, whether part-time or full time, is an active one

Read more
Right Arrow
Mar 22, 2022
|
Money Marketing

Give your website the attention it deserves

Nearly all financial intermediaries have a website; it is has become the norm. However, the way in which websites are perceived by advice firms differs.

Read more
Right Arrow
Nov 4, 2021
|
Money Marketing

Roderic Rennison: Selling is not the only succession option

Many business owners are inclined to sell their firms when looking to exit, but are they missing the numerous other options – and the impacts these can have on their financial plans?

Read more
Right Arrow
View all articles

Contact Us

Contact us for a free initial discussion on any of the contact details below:

Contact Us
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© 2020 Catalyst Partners Limited. All rights reserved. Registered in England: No 12330937.
Registered Office: 1 Brewery House, Longden Coleham, Shrewsbury, England, SY3 7JD
Web design by MVG Media
“I am very happy indeed with the service you provided to guide us through what was one of the most important decisions that Nalda and I would make in our lives.”
“I cannot speak highly enough of Catalyst Partners and my business sale completed very satisfactorily.”
“Roderic and John are a safe pair of hands as business consultants, keep you accountable and are an ally through challenging times.”
We found Roderic's compliance and investment knowledge complemented John’s Financial, Legal, and Operational expertise. They took us through a thorough analysis of what qualities we required in a potential partner and a process to ensure any partnership was correct for clients, staff, and shareholders.” Charles Gillespie WFI
Roderic working with John Chapman made this process less stressful and with their guidance and encouragement, we now are about to retire and enjoy the sacrifices we have both made in building our businesses over the years. If you are looking for two guys who you can relate to, trust, and work with you need look no further." Andy McLaughlin Astute Wealth Planning
“Throughout the lengthy acquisition process, Roderic was invaluable as our guide and wise counsel, providing us with the experienced and objective view that we needed through the ups and downs of negotiations, due diligence, and completion." Jo-Anne Smithson, Investors Planning Associates
“Roderic worked with me over what was a three-year period to help me refine my preferences and thinking as well as to challenge me. He remained patient and encouraging throughout the process. I always felt he was on my side with our interests at heart and he understood how important it was that we found the “right” firm.” Paula Steele, John Lamb Wealth Management
“I highly recommend Roderic when selling a business or a bank of clients.” Colum McNabb
“Roderic Rennison instantly gave me the comfort that he understood the market, our position and the ideal fit for ours and our firm's future. With John Chapman also onboard, we knew they would both add a tremendous amount of value to the process, and having had years of experience, they knew whom to approach to fit our needs.” Mark Newman, Prosperity
“Roderic knows the marketplace well, is incredibly well connected but most important of all, he was interested in what we did. The level of service he delivered throughout the sale process was exemplary. It was a pleasure doing business with Roderic and I am very grateful he was there to handhold us through the sale process.” Rory Matheson, Matheson Financial
“Roderic is a safe pair of hands as a business consultant, follows up, keeps you accountable and importantly, is an ally through challenging times. He is well connected and can approach other professionals as required along the way.” Shona Barr, Affinity IFA
“Roderic advised me on the process of selling my business, the strengths and weaknesses of my proposition, the legal team I should employ, the likely interested parties, and the sale price and terms I was likely to achieve. He offered calm guidance and reassurance throughout.” Paul Catling, Bowman Financial Planning
“Roderic understood what we were trying to achieve both personally and for our clients and was able to guide us as to what might suit us and what might not. His knowledge of the market was invaluable. We were very glad to have had Roderic on our side.” John Lang, Tower Hill Associates
“Along the journey Roderic and John were with us every step of the way and were very influential in dealing with queries from the buyers as and when they arose. If you are thinking of selling your business, I would speak to Roderic and John as the first port of call.” Jonathan Rice, Rice Whatmough Crozier
The sale of our business, which is now approaching forty years since it was formed, was a very emotional venture and one which without the help and guidance provided by Roderic Rennison and his partner John Chapman I doubt could have been achieved so successfully.” Barry Woolley, Charter Financial Planning