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Finitor Wealth

3 months ago

Finitor was founded in 2018 and, through its regional partner firms, provides financial planning services to individuals, families, and businesses, who need objective assistance in organising their financial affairs to achieve financial and lifestyle objectives.

Rockpool’s investment in 2022 enabled the management buy-out and the simultaneous acquisitions of two further financial planning businesses. These acquisitions brought AUA to over £1.1 billion, with the aim to continue expansion during Rockpool’s investment hold.

Team: Ben Hutchinson, Oliver Taylor

Status

Current

Date

2022

Deal Type

MBO and acquisition funding

Sector

Business services