Overview
Radiant Financial Group is a wealth management business with a buy-and-build acquisition strategy in the UK. The business provides a range of savings, retirement, tax and estate planning advice, as well as an investment solution and a technology platform to allow clients to interact with their assets directly. The business employees c.150 staff and has c.£1.6bn of assets under advice.
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: radiantfinancialgroup.com
Investment Team
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: 9
Number of advisors: 30
AuA: £1.6bn
HEADQUARTERS: Market Harborough
INVESTMENT DATE: November 2020
SECTOR: Financial Services
STATUS: Current