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Capital and Trust - January 10, 2023 - 0 minute read

The Skerritts Group, a leading independent financial advisory and wealth management firm based in Brighton and Hove, is excited to announce the completion of their latest acquisition, Kent-based financial planning firm, Equinox Wealth Limited. This acquisition further extends Skerritts’ presence in Kent and is part of the company’s strategic plans to expand and grow across the South Coast of England.

Skerritts’ growth journey began in March 2021 when Sovereign Capital Partners, a UK Private Equity Buy & Build specialist, made a significant investment of £55 million in the company. This investment provided the support for Skerritts to develop and expand the business through a strategy of organic and acquisitive growth.

Skerritts has been active in making strategic acquisitions and in 2022, the company completed four additional acquisitions with the purchase of Geoffrey Craig Limited, Saffron Wealth Management, Chartered IFA Firm Bradbury Hamilton and Hampshire-based PS Financial Advisers Limited. Together, these acquisitions have added approximately £560 million of assets under management (AUM) to the Skerritts Group.

The acquisition of Equinox Wealth Limited brings an additional £62 million of AUM and marks the fifth deal that Skerritts has completed since the investment from Sovereign Capital Partners.

Richard Skerritt, CEO of Skerritts, said “We are thrilled to welcome Equinox Wealth to the Skerritts Group. Their presence in Kent is a perfect fit for our strategic plans to increase our presence in the South East. Adding a high-quality firm like Equinox Wealth to our team enables us to increase our presence in Kent and adds Conrad and Jen to our great team of people. We very much look forward to working with them.”

Conrad Whittingham, Director of Equinox Wealth, added, “After 15 years of growing a successful business and planning for the next 15 years, we have made the decision that we need to be part of a larger group, with the extra resources and benefits to clients that this can bring. Skerritts has shone through as the perfect like-minded partner for us and will help us to invest in and grow the business going forward, enabling us to offer our clients an even higher level and breadth of service. This is a very exciting time for us and our clients.”

If you’d like a confidential, obligation-free discussion about selling or acquiring a Wealth Management / Asset Management business, please click here, alternatively contact us on 0207-043-4300 or email us.

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