· 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. 
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· “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, Chairman and Helen Lindo, Managing Director

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 · In May 2022, The Radiant Financial Group acquired Irvine Financial Services Ltd. 
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· Irvine Financial Services Ltd is a firm of financial advisers based in Barnstaple, North Devon, with clients across the country. They provide advice to individuals, trustees, businesses and charities on all aspects of financial planning.

· Our role included identifying the buyer and advising on the structure and terms of the sale.
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· “I was recommended to speak to Roderic by a business acquaintance. It was without doubt the best advice I've ever received. Roderic and his team are professional, engaging and empathetic to the needs of business sellers. Roderic sourced a number of potential buyers and attended initial meetings with all potential suitors which proved invaluable. I cannot speak highly enough of Catalyst Partners and my business sale completed very satisfactorily.”
Glen Irvine, Managing Director


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· In March 2022, The Radiant Financial Group acquired AMLP Financial Planning Ltd. 

· AMLP Financial Planning Ltd is a firm of financial advisers based in Stonehaven run by Angus Mackintosh, and his wife since a buy-out in 2011, providing wealth management and financial planning services.
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· Our role included identifying the buyer and advising on the structure and terms of the sale. 
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· “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. It was a more challenging process than I had possibly anticipated but with your ongoing guidance and support, we were able to reach a positive conclusion on our business deal. ”
‍Angus Mackintosh, Managing Director


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In October 2021, The One Four Nine Group acquired Rice Whatmough Crozier LLP.

▪  Rice Whatmough Crozier was launched in 2010following a management buyout from the professional services firm Deloitte, and has three experienced Partners, a further adviser, and six support staff with over£150m in AUM.▪  Our role included identifying the buyer and advising on the structure and terms of the sale.

▪  “When we decided to take the big step of trying to sell or RWC, we immediately thought of Roderic and John to help us on this journey. We have known Roderic for a number of years and he has kept a keen interest in how the firm has developed and this made our decision of which broker to use fairly straightforward.

▪  Roderic has a vast knowledge of the sector and knows who the main runners and riders are. Once we engaged with Roderic and John, they helped us prepare an information pack which included salient points about our business as well as undertaking a valuation which gave us a ballpark figure. The feedback from the buyers approached was very encouraging, and we progressed with One Four Nine to heads of terms andeventual completion.

▪ Along that journey Rodericand John were with us every step of the way and were very influential indealing with queries from the buyers as and when they arose. If you arethinking of selling your business, I would speak to Roderic and John as thefirst port of call.” Senior Partner, Rice WhatmoughCrozier LLP

▪  In February 2021, Paradigm Norton Financial Planning Ltd was acquired Tower Hill Associates Ltd.
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▪  Tower Hill Associates is a Financial Planning Firm specialising in investment and retirement planning based in Richmond serving clients in South West London, Surrey and the Thames Valley, and was founded by John and Yvonne Lang in 2006.
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▪  Our role included assisting in the negotiations and working with Tower Hill Associates to conclude the sale.

▪ “ When we decided the time had come to consider selling our financial planning firm we had a clear vision of the type of firm we were looking for.  I had heard Roderic speak at seminars and met him at conferences and, impressed by his experience, asked him to advise us during the sale of our business.  

▪  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 and gave us confidence during the negotiations. We also appreciated his honesty and willingness to tell us what he thought might work when we met the inevitable hiccup but also what he thought would not. ▪ We were very glad to have had Roderic on our side.”

▪  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 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.

▪  To anyone contemplating the sale of their business, have no fear in contacting either one, they will work for you as they did for us. They were both on our side and beside us all the way through to a successful completion.”

Barry Wolley, Founding Director, Charter Financial Planning

▪ In 14th June 2021, The Perspective Group acquired Bowman Financial Planning Ltd.

▪ The firm was acquired on 14th June 2021 by Perspective Financial Group Ltd (Perspective), a leading national firm of financial planners and wealth managers with a network of 18 local offices across the UK.

▪  Our role was to advise Paul Catling, the owner of Bowman Financial Planning Ltd on the    structure and terms of the sale.

▪ “I met Roderic at a seminar in September2019 and was immediately impressed by his knowledge of the marketplace and, in particular, the ‘movers and shakers’.▪ 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 attended meetings throughout the negotiation and due diligence process, and offered calm guidance and reassurance throughout.

‍▪ Selling a business is a stressful and emotional process and as Margaret Thatcher could not cope without her ‘Willie’, no selling IFA should attempt this without their ‘Roderic’!  

‍Paul Catling, Managing Director, Bowman Financial Planning Ltd

▪ In April 2021, The Progeny Group acquired Affinity IFA.

▪ The company was formed by Shona Barr in 2008, and operates from offices in Troon, Ayrshire, Scotland, Affinity specialises in providing comprehensive financial planning services to a select number of private clients and their families in Scotland and elsewhere in the UK.

▪ Our role included identifying the buyer and advising on the structure and terms of the sale.

▪ "I was introduced to Roderick by another business owner when considering options for the future of my business.

▪ With a wealth of industry knowledge and experience, Roderick was able to listen and understand what was important to me and guide me on things to consider through the process.

▪ 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.

▪ I would have no hesitation in recommending his services."      

Shona Barr, Managing Director, Affinity IFA

We recently had the good fortune to engage Roderic Rennison in regards to the sale of our independent financial planning practise. I had started to do some of the groundwork in advance but it proved quite problematic, it just isn’t something I had ever attempted before and so decided we needed to engage with someone who has the relevant experience and could lead us through the selling process. Roderic certainly added value to the process, he understood our needs but more importantly, he understood the market place having had years of experience. This made a big difference to us all, it was as if someone had simply helped shine the light on the most appropriate path ahead for us all. Roderic knows the market place 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, Director at Matheson Financial

▪ In March 2021, MWA acquired Prosperity Financial Advisers and Stockbrokers Limited (“Prosperity”), an independent financial planning business based in Fareham, Hampshire.

▪ Prosperity is a fast-paced, high growth business with a strong tech-based background. It has thirteen advisers and £180m AuM.

▪ The company was formed by Mark Newman and Jasper De Zoeten in 2009 and operates from offices in Fareham and Melrose, Scotland.

▪ Our role included identifying the buyer and advising on the structure and terms of the sale

▪ “After making a serious commitment to finding along-term future acquirer for our business, we took the decision to seek the highest quality brokers to help facilitate the move. I met Roderic Rennison whom 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. We are delighted with the level of service delivered by John and Roderic and would recommend them to anyone who is looking to help them with their future exit strategies.”

Mark Newman, Managing Director,  Prosperity

Never having sold a business before, I was on the lookout for a specialist in this area to help and guide me. Roderic came highly recommended from a National technical and taxation advisory business that we use, on a day-to-day basis. His ongoing feedback was concise relevant and very well thought out, and his explanations of each stage of the Sales process were very easy to understand. His referral to a specialist solicitor in this area, was also greatly appreciated. In summary, I highly recommend Roderic when selling a business or a bank of clients.

Colum McNabb

"The decision that the time had come to sell John Lamb Wealth Management was not an easy one having grown it over a period of 30 years, and I was therefore concerned to find the “right” buyer. 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, and then to approach would-be acquirers and facilitate the ensuing discussions and support me in the eventual negotiations. He remained patient and encouraging throughout the process, and I really enjoyed working with him at a rather stressful time. 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. He was very good at keeping the deal on the road in those last few days of negotiation.

”Paula Steele, Former Director of John Lamb Wealth Management

"Selling your business is an all-consuming activity – one that has to be balanced with the continuing responsibilities of your day job and you therefore need to ensure that you have the right professionals acting on your behalf when doing so. Having worked closely with Roderic as our strategic consultant for many years, when the time came to find a new home for our long standing business, we naturally engaged him to approach a number of firms on our behalf. He helped us to identify at outset what ‘good’ would look like for us, thus ensuring that the search process was as focused and fruitful as possible. 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, Former Chief Executive, Investors Planning Associates Ltd

"Jean and I decided that we needed to plan for retirement, and this involved selling our IFA business and SIPP/SSAS practice. Having listened to Roderic at a seminar we decided to approach him because we both felt that he was someone we could relate to, trust and work with. Over the 18 months the businesses were sold, 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, Director at Astute

"Following two aborted attempts to find the correct partner to take WFI Financial LLP forward, we were introduced to John and Roderic. 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. This lead to discussions with a select group of potential partners. The end result was John and Roderic not only finding the right partner but assisting us evaluating our options which ultimately ended up with WFI Financial being sold to a larger firm where all clients, advisers and support staff are comfortable with the new arrangement happy and motivated. In addition the shareholders including Mark and I remain involved with the new company enjoying a wider role within the group."

Charles Gillespie, Joint Managing Director at WFI