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Wealth supervisor and Monetary Planner Atomos has acquired North London Chartered Monetary Planner-led Equanimity IFA for an undisclosed sum.
Equanimity was arrange by Chartered Monetary Planner Helen Howcroft with the purpose of offering holistic monetary recommendation to a primarily feminine shopper base.
Equanimity has 12 workers serving primarily feminine, high-net-worth purchasers and enterprise house owners. It offers them with Monetary Planning recommendation, wealth administration and monetary safety providers.
Ladies going by means of divorce are additionally a specialist recommendation space focus for Equanimity.
Atomos says it can work intently with Ms Howcroft and her staff to offer “inclusive recommendation” providers, focusing initially on enhancing providers for purchasers experiencing important life adjustments.
The enterprise may also look to extend its supply to individuals who sometimes could not have accessed monetary recommendation, consistent with the FCA’s deal with enhancing outcomes for under-served or weak customers, Atomos mentioned.
Helen Howcroft, founding father of Equanimity, mentioned: “In Atomos we now have discovered a companion who shares our ambition and will help our staff to develop shopper relationships freed from the growing burdens positioned on recommendation companies. With Atomos’s assist, we will help many extra people and households obtain their monetary objectives.”
Chris Kraft, chief business officer at Atomos, mentioned: “We’re delighted to welcome Equanimity into our enterprise. This can be a key strategic acquisition for Atomos and can enable us to leverage Equanimity’s experience in specialist recommendation and roll it out nationally throughout our regional workplaces. On this approach we’ll be capable to assist extra of our purchasers by means of particular life occasions and challenges. We stay up for working intently with Helen and her staff to attain this aim.”
Atomos, beforehand Sanlam Wealth, is owned by non-public fairness agency Oaktree Capital Administration and led by CEO Jonathan Polin. It manages £7bn of investments and financial savings for 8,000 purchasers and offers Monetary Planning recommendation through 15 regional workplaces. The agency has a partnership with WTW to supply funding options together with its Mannequin Portfolio Service.
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