Söderberg & Partners announces investment in three more high-calibre UK advice businesses

Swedish wealth manager Söderberg & Partners announces investments in three IFA businesses as it grows its footprint in the UK financial services space.

The firms are:

• MoneyWeb Financial Advisers, a financial advisory firm based in Scarborough, North Yorkshire. Established to provide high-quality, impartial financial advice, the firm supports individuals, families and businesses with all aspects of financial planning. Currently managing c£300m of assets with over 600 private clients and 50 corporate companies, MoneyWeb is known for its client-focused approach, ongoing market research and commitment to delivering tailored, long-term financial solutions. Alongside its advisory services, the firm invests heavily in team development community initiatives, sustainability projects, and local athletic talent in the form of their Invest in the Future campaign aimed at supporting grassroots sport.

• Oakwood Asset Management, a leading financial planning firm with offices in Hertfordshire and Essex, was established in 2009 by the three founding partners. Now with a team of seven advisers, collectively with over 140 years of experience, the firm currently manages £600m in assets. Known for its client-centric approach, Oakwood has built a strong reputation for delivering exceptional service backed by deep technical expertise. The firm is dedicated to helping individuals and families achieve their long-term financial goals through personalised and holistic planning.

• Liberty Partnership Ltd, a leading financial planning firm based in Lincolnshire with a newly opened office in Bourne. Founded by chartered financial planners Richard Ash and David Gregg, Liberty Partnership currently advises on over £240m of client assets and is supported by a growing team of professionals including financial planners, estate planners and paraplanners.

Gustaf Rentzhog, Chief Executive Officer at Söderberg & Partners, commented: “We are delighted to announce the next wave of investments we are making in fast-growing advice firms. As we expand our position in the UK marketplace, we are proud to be working closely with these businesses which are so important to the people they serve. Söderberg & Partners looks forward to supporting these firms as they keep striving to deliver great outcomes and provide personal service to their clients.”

Paul Robinson, Director at MoneyWeb, said: “We are delighted to welcome Söderberg & Partners as a strategic partner for MoneyWeb. Their approach, shared values and long-term commitment to supporting high-quality financial advice made this a natural fit for supporting our continued growth. This partnership allows us to retain our culture while gaining access to enhanced technology, expertise and scale – ultimately strengthening the service and outcomes we deliver for our clients.”

Karen Miles, Managing Partner at Oakwood Asset Management, said: “Since launching Oakwood, we’ve been committed to putting clients at the heart of everything we do, with our bespoke services tailored to each client’s unique goals. It’s rare to find a company that shares our core values and vision for the future of financial services, which makes Söderberg a natural fit. We’re excited to begin this next chapter together.”  

Richard Ash, Director at Liberty Partnership, said: “This alliance marks an important step forward for Liberty Partnership. Söderberg & Partners shares our values, our standards and our long-term vision. By working together, we are enhancing the strength and breadth of our offering, while continuing to deliver the personal, high-quality advice our clients value. Most importantly, this partnership supports our ambition to keep evolving – ensuring our clients benefit from greater capability, innovation and long-term planning support as their needs change over time.”

David Gregg, Director at Liberty Partnership, added: “This is a strong strategic and cultural fit. We’re proud of what we’ve built at Liberty Partnership, and this alliance gives us an exciting platform to grow further strengthen our proposition, and deliver even more for our clients – both now and in the future.”

These investments form part of Söderberg’s long-term strategy to invest in quality UK advice businesses where it identifies strong potential for growth.