The Superbia Group

Name

The Superbia Group

Legal name

Superbia Group Ltd

Website

https://superbiagroup.co.uk

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Financial Planning–Led RIAs (FSAAACAB), Family Business & Succession Advisory (FSAAADAL)

Keywords

• Financial planning services
• Independent financial advice
• Wealth management services
• IFA firm acquisitions
• Discretionary investment management

Headquarters

HQ city

Leicester

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Supply Chain

Revenue model

1. Financial Planning and Advice Services: Provision of financial advice and planning services to retail clients including individuals, families, business owners and corporate clients.
2. Research Solutions for Financial Advisers: Asset Intelligence Research provides research solutions for financial advisers.
3. Discretionary Fund Management: Asset Intelligence Portfolio Management provides discretionary management solutions tailored to business needs.
4. Acquisition Services: Superbia acquires IFA firms, adding client assets under management through client bank acquisitions, expanding AUM towards £1.4 billion.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels2 records

Core offering

The Superbia Group is a collective of UK financial services companies that provides retail financial planning and advice to individuals, families, business owners, and corporate clients through its advisory sub-brands, and acquires independent financial adviser (IFA) firms seeking succession or exit through a dedicated Mergers and Acquisitions team. It also delivers subscription-based investment research and discretionary fund management to professional adviser firms via the Asset Intelligence division.

Product overview

The Superbia Group is a collective of financial services companies offering a platform of complementary services for the UK financial advisory market. The core offering includes merger and acquisition services for IFA firms seeking succession or exit, alongside a portfolio of operating sub-brands: Furnley House (retail IFA), Headley Financial Services (chartered planners), Anchor Wealth (Scotland-focused planning), Asset Intelligence Research (adviser research tools), Asset Intelligence Portfolio Management (discretionary management), and Superbia Support Services (administrative support). The group also includes Furnley House Foundation for community charitable giving. The brands work together to provide client-focused financial planning, investment research, and discretionary fund management across the UK.

Differentiator

Problem solved

Functional benefit

Brands

• Furnley House: Independent Financial Advisers founded in 2013 providing high quality solutions to individuals, families, business owners and corporate clients
• Headley Financial Services
• Anchor Wealth
• Furnley House Foundation
• Asset Intelligence Research
• Asset Intelligence Portfolio Management
• Superbia Support Services

Products and services

• Furnley House Retail Independent Financial Adviser brand providing financial advice and planning solutions to individuals, families, business owners, and corporate clients across the UK.
• Headley Financial Services Chartered Financial Planners who support, challenge and empower clients to make life-changing financial choices; serves retail clients as part of the Superbia Group brand portfolio.
• Anchor Wealth Financial Planner based in Scotland supporting clients to achieve their financial goals; operated as a trading name of Furnley House Limited.
• Asset Intelligence Research Provides subscription-based research solutions for Independent Financial Advisers, supporting their investment proposition and client recommendations.
• Asset Intelligence Portfolio Management Provides discretionary fund management solutions tailored to business needs of adviser firms; FCA-authorised (FCA reference 842662).
• Superbia Support Services Provides administrative support services for Financial Advisers across the Superbia Group brand portfolio.
• Merger and Acquisition Services for IFA Firms Suite of acquisition and buy-out options enabling IFA firm owners to step away from their business with confidence that clients will receive quality advice; covers succession planning, client bank acquisitions, and strategic partnerships for financial advice firms.

Quantifiable outcome

• £1.4bn+ in assets under management
• +2 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Quilter: Major UK wealth manager with platform, advice and DFM offerings, serving similar retail and mass-affluent client segments. Larger and more diversified than Superbia but competing for the same UK advice clients and adviser firms.
• Rathbones Group: Established UK wealth manager providing investment management, financial planning and advisory services to individuals, families and trustees. Comparable client base and discretionary capability, materially larger scale.
• Schroders Personal Wealth: UK joint venture between Schroders and Lloyds Banking Group providing financial planning and wealth management services. Comparable retail wealth offering with substantially larger balance sheet and brand.
• Sanlam UK: UK wealth management arm of Sanlam, providing financial planning and discretionary investment management. Comparable service offering across advice and DFM, with broader geographic and product footprint.
• Brewin Dolphin (RBC Wealth Management): UK wealth manager (now part of RBC) offering discretionary investment management and financial planning to private clients, intermediaries and charities. Competes for similar client segments with deeper institutional backing.

Direct peers

• AFH Financial Group: UK IFA consolidator that built AUM through serial acquisitions of adviser firms and provides financial planning, investment management and wealth services. Operates a near-identical roll-up model to Superbia.
• Evelyn Partners: UK wealth management and professional services group (formerly Smith & Williamson) actively acquiring IFA client banks and providing financial planning, investment management and tax services to individuals and business owners — directly overlapping with Superbia's core offerings.
• Tatton Asset Management: Listed UK IFA support services and discretionary fund management group. Highly comparable business model combining platform/DFM services with IFA distribution, also pursuing organic and inorganic growth in the UK advice market.
• Kingswood Group: UK wealth management consolidator that acquires IFA firms and wealth managers (including the acquisition of Mattioli Woods). Operates a similar client-bank acquisition model with national footprint and discretionary investment solutions.
• Mattioli Woods: UK wealth management and employee benefits consolidator that grew via acquisition of IFA firms. Now part of Kingswood but historically a direct comparable for cultural-fit, client-bank-acquisition-led wealth management.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries7 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Superbia Group