Asset & wealth management
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Announced | February 2025
Services | Strategic advice
Advised | Aegon
Note | Strategy workshop
Announced | February 2025
Services | Strategic advice
Advised | Aegon
Note | Strategy workshop
Asset & wealth management
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Announced | October 2024
Services | Sell-side
Advised | LIFT-Financial Group & LIFT-Invest
EV | £45M
Announced | October 2024
Services | Sell-side
Advised | LIFT-Financial Group & LIFT-Invest
EV | £45M
Asset & wealth management
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Announced | August 2023
Services | Buy-side
Advised | Aegon UK
Note | Transfer of Nationwide’s financial planning service
Announced | August 2023
Services | Buy-side
Advised | Aegon UK
Note | Transfer of Nationwide’s financial planning service
Technology platforms
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Announced | December 2022
Services | Fundraising
Advised | Moneyhub
Funds Raised | £15M
Announced | December 2022
Services | Fundraising
Advised | Moneyhub
Funds Raised | £15M
Technology platforms
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Announced | October 2022
Services | Fundraising
Advised | Moneyhub
Funds Raised | £5M
Announced | October 2022
Services | Fundraising
Advised | Moneyhub
Funds Raised | £5M
Technology platforms
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Announced | October 2022
Services | Fundraising
Advised | Moneyhub
Funds Raised | £35M
Announced | October 2022
Services | Fundraising
Advised | Moneyhub
Funds Raised | £35M
Technology platforms
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Announced | July 2022
Services | Buy-side
Advised | FPE Capital
Announced | July 2022
Services | Buy-side
Advised | FPE Capital
Asset & wealth management
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Announced | September 2021
Services | Buy-side
Advised | isio
Announced | September 2021
Services | Buy-side
Advised | isio
Asset & wealth management
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Announced | May 2021
Services | Sell-side
Advised | Ludlow Wealth Management
EV | £43.5M
Announced | May 2021
Services | Sell-side
Advised | Ludlow Wealth Management
EV | £43.5M
Asset & wealth management
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Announced | May 2021
Services | Fundraising
Advised | Fidelius Group
Announced | May 2021
Services | Fundraising
Advised | Fidelius Group
Asset & wealth management
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Announced | June 2020
Services | Strategic advice
Advised | Fidelius Group
Note | Strategic alliance
Announced | June 2020
Services | Strategic advice
Advised | Fidelius Group
Note | Strategic alliance
Asset & wealth management
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Announced | February 2019
Services | Sell-side
Advised | Now Pensions
Announced | February 2019
Services | Sell-side
Advised | Now Pensions
Asset & wealth management / Technology platforms
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Announced | July 2018
Services | Sell-side
Advised | Moo.la
Announced | July 2018
Services | Sell-side
Advised | Moo.la
Asset & wealth management
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Announced | April 2018
Services | Sell-side
Advised | BT Pension Scheme
Announced | April 2018
Services | Sell-side
Advised | BT Pension Scheme
Asset & wealth management
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Announced | July 2017
Services | Sell-side
Advised | Ascot Lloyd
Announced | July 2017
Services | Sell-side
Advised | Ascot Lloyd
Asset & wealth management
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Announced | June 2017
Services | Buy-side
Advised | Ventinga Capital Partners
EV | £47M
Announced | June 2017
Services | Buy-side
Advised | Ventinga Capital Partners
EV | £47M
Asset & wealth management / Technology platforms
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Announced | November 2016
Services | Sell-side
Advised | Benchmark Capital
Announced | November 2016
Services | Sell-side
Advised | Benchmark Capital
Asset & wealth management
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Announced | April 2016
Services | Buy-side
Advised | 1825
Announced | April 2016
Services | Buy-side
Advised | 1825
Asset & wealth management
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Announced | March 2016
Services | Buy-side
Advised | 1825
Announced | March 2016
Services | Buy-side
Advised | 1825
Asset & wealth management
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Announced | February 2015
Services | Buy-side
Advised | 1825
Announced | February 2015
Services | Buy-side
Advised | 1825
LOCATION
THE COLONY HQ
ALTRINCHAM ROAD
WILMSLOW
CHESHIRE
SK9 4LY
THE COLONY HQ
ALTRINCHAM ROAD
WILMSLOW
CHESHIRE
SK9 4LY
© 2025 3Peaks Corporate Finance LLP
Incorporated and registered in England & Wales | Company No. OC454719
Incorporated and registered in England & Wales | Company No. OC454719
LOCATION
THE COLONY HQ
ALTRINCHAM ROAD
WILMSLOW
CHESHIRE
SK9 4LY
THE COLONY HQ
ALTRINCHAM ROAD
WILMSLOW
CHESHIRE
SK9 4LY
© 2025 3Peaks Corporate Finance LLP.
Inc & reg in England & Wales | Company No. OC454719
Inc & reg in England & Wales | Company No. OC454719