A word from David
Who we are
A national firm, built out of local ones.
We acquire well-run independent firms and invest in them. The planners, the offices, and the client relationships that made them worth acquiring.
Focused on people
Your clients and your team are the first thing we look at, not the last.
Genuinely independent
No products to sell. Planners keep the freedom to recommend what is right for the client.
Long-term owners
We are not buying to sell on. The plan is to hold what we buy and support it.
Offices stay open
Planners stay with their clients. That is the point of buying a good firm.
Two routes
The process
The same seven stages, if you would rather watch than read.
Initial conversation
An open, confidential chat
What we need from you: nothing in writing.
Valuation
Recurring revenue
How much of the income genuinely recurs, and how the fees are structured.
01
Your clients
Age profile, how long they have stayed, and how much of the book is decumulating.
02
Your planners
Whether the firm runs without you, and whether the team intends to stay.
03
Compliance and PI
Past business, complaints and any legacy exposure. Better found early than late.
04
Proposition and platforms
What clients are invested in, and how much would have to change.
05
The transition
Leaving at completion and staying for three years are different risks.
06
When we put an indicative offer in front of you, we show how we got there. If you have had a valuation elsewhere, bring it.
Continuity
Your clients
Wherever possible they keep the same planner, and they hear about the change from you first.
The same planner, wherever possible
A proper introduction where that is not possible
Communications in your words, at a pace you are comfortable with
No moving platforms or solutions without a clear reason
Your team
Staff transfer with the business. What changes is the work that was never planning.
Jobs and roles transfer with the business
Planners keep their clients
Compliance, paraplanning and research move to the group
Investment governance handled centrally
Who has joined
What they said when they joined.
Here are some of the people who have joined us.
Joining Absolute Financial Group marks an exciting new chapter for St George’s… The deal structure allows us to continue to grow and benefit from this growth, as well as be part of Absolute’s business.
Chris Brooks
Director and co-owner, St George’s Financial Services
Joined 20 April 2026
01
St George’s Financial Services
Fordingbridge, Hampshire
02
Padstone Financial Management
Hereford
03
Allied Financial Services
Wigan, Greater Manchester
In their words
THE SUPPORT BEHIND YOU
FCA fees, the FSCS levy and FOS fees
Professional indemnity insurance
A full compliance framework and team
Planner training, competency and CPD
Complaints handling and regulatory reporting
Planner licensing and onboarding
Free guides
PDF ·
12 pages
PDF ·
5 pages
Which would you like?
Take one or both. There is no charge and no obligation, and reading them commits you to nothing.
Exit Readiness Test
Your revenue mix
Your client profile
Your team
Your compliance position
Your own timetable
What proportion of your revenue is ongoing advice fees?
Under 40%
40% to 70%
Over 70%
Your exit readiness score
Video
Questions
No. There is a central investment proposition and many planners use it because it takes the research and governance workload away. It is a choice, not a condition.
Ryan Seaton
Group Managing Director
07825 613010 · enquiries@absolute-financial.com
