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Overview

Radiant Financial Group is a financial advisory company with a buy-and-build acquisition strategy in the wealth management sector. CWB, Radiant’s cornerstone acquisition, is an award-winning group specialising in financial advice, tax planning, employee benefits and business consultancy services. The group consists of 20 independent financial advisers with £800m of assets under management. 

Radiant’s management team is led by experienced industry leaders Simon Cogman-Hellier (CEO) and Peter Mann (Chairman), each of whom have been involved in the financial services industry for more than 40 years.

 

Company website: 
 

Investment Strategy

The financial advisory market is highly fragmented and represents a compelling buy-and-build opportunity as increasing regulation is driving consolidation and creating barriers to entry. Quality operators, such as Radiant, typically have high levels of recurring revenue and low customer attrition rates, with growth underpinned by strong, long-term, secular trends. 

Simon Cogman-Hellier
CEO

“We are focused on building a truly integrated group with an open and positive culture and it was important to us that our investor shared that vision. In Apiary, we believe we have found the perfect partner."

Key Details

Number of offices: 6

Number of advisors: 20

AUM: £700m

HEADQUARTERS: Market Harborough

INVESTMENT DATE: November 2020

SECTOR: Financial Services

STATUS: Current