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Capital and Trust - October 19, 2022 - 0 minute read

Advanta Solutions purchases Fulham-based Genesis Financial Planning.

Adam Horn established Genesis Financial in 2008 and it has been directly regulated since 2013. He said, “Having built up a base of great clients over the past 30 years it was important for me to find the right company to merge with.”

It is the Advanta’s first acquisition in London, but fourth acquisition of the year after purchasing North Ayrshire-based SMG Financial Options, Perth and Kinross-based Ann Bellingham Financial Services and Renfrewshire-based M&I Independent Financial Services, it adds a further £150m assets under management to the group.

Craig Webster, Advanta’s CEO, said: “Our strategy of growing a financial planning and wealth management business fit for the future and focused on the needs of multiple generations of clients makes Genesis an ideal fit for Advanta.”

Advanta Solutions, which includes financial planning firm Advanta Wealth and a mortgage and protection business, said it is actively seeking acquisitions having secured a significant investment from Beech Tree Private Equity.

The fee has yet to be disclosed.

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