Who you are dealing with
Advisor Group is a Practice Group brand. We find and buy UK financial advice firms for Equity & General, the FCA-authorised firm that advises the clients afterwards.
A buyer, not a broker
Advisor Group is a Practice Group brand. Practice Group buys accountancy practices; Advisor Group does the same job for financial advice firms, and runs the buy-and-build for Equity & General in the way it already does for Buzz Accounting.
A book of regulated advice clients can only transfer to an authorised firm, so E&G is the acquiring entity and the firm that advises your clients afterwards. Advisor Group is not authorised by the Financial Conduct Authority and does not give financial advice.
Equity & General Financial Services Limited is directly authorised and regulated by the Financial Conduct Authority under number 474163, registered in England under number 03314593, and has been incorporated since February 1997.
E&G advises private clients and business owners across financial planning, pensions, investments, protection, mortgages and estate planning. That matters here for one reason: when your clients transfer, they transfer to a firm that does this work every day.
Fiducia and Securo are programme names within that firm. They are not separate legal entities.
How a conversation with us goes
Your firm stays confidential throughout. If a conversation goes nowhere, it stays between us.
You deal with the acquirer directly, so the terms and the aftercare are agreed with the same people.
If your firm is outside what we are looking for, or we think you would do better waiting, we say so on the first call.
Want to know more before you commit to anything?
A first call is twenty minutes and costs nothing.
- A buyer, not a broker
- Confidential from the first call
- Value my practice