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
Registered Office: 107-109 Towngate, Leyland, Lancashire, PR25 2LQ | Incorporated and registered in England & Wales | Company No. OC454719 | VAT Registration No. 496603262
3Peaks Corporate Finance LLP is authorised and regulated by the ICAEW for a range of investment business activities (Reference No. C011007304), and is listed by the FCA on the Financial Services Register (Reference No. 013544)
Registered Office: 107-109 Towngate, Leyland, Lancashire, PR25 2LQ | Incorporated and registered in England & Wales | Company No. OC454719 | VAT Registration No. 496603262
3Peaks Corporate Finance LLP is authorised and regulated by the ICAEW for a range of investment business activities (Reference No. C011007304), and is listed by the FCA on the Financial Services Register (Reference No. 013544)
LOCATION
THE COLONY HQ
ALTRINCHAM ROAD
WILMSLOW
CHESHIRE
SK9 4LY
THE COLONY HQ
ALTRINCHAM ROAD
WILMSLOW
CHESHIRE
SK9 4LY
© 2025 3Peaks Corporate Finance LLP
Registered Office: 107-109 Towngate, Leyland, Lancashire, PR25 2LQ
Inc & reg in England & Wales | Company No. OC454719 |
VAT Registration No. 496603262
3Peaks Corporate Finance LLP is authorised and regulated by the ICAEW for a range of investment business activities (Reference No. C011007304), and is listed by the FCA on the Financial Services Register (Reference No. 013544)
Registered Office: 107-109 Towngate, Leyland, Lancashire, PR25 2LQ
Inc & reg in England & Wales | Company No. OC454719 |
VAT Registration No. 496603262
3Peaks Corporate Finance LLP is authorised and regulated by the ICAEW for a range of investment business activities (Reference No. C011007304), and is listed by the FCA on the Financial Services Register (Reference No. 013544)