Elevation Financial Group raises funds and acquires three IFA practices

9th February 2021

Elevation Financial Group (EFG) has completed the purchase of three IFA practices and will be looking to add more to the existing portfolio in 2021.

The specialist consolidator of independent financial advisers manages £500 million in funds and has offices in Birmingham, Nottingham and London.

The three acquired practices are Oakham-based J P Leefe and Company, Warwick-based Pendra Wealth Management, as well as acquiring a majority shareholding in Cedar Wealth Planning of Derby.

Corporate partner Steven Millward advised Elevation Financial Group on the fundraise from Shawbrook, associate Dan Bisby advised the team on the three acquisitions.

“It has been a pleasure to work with one of the most ambitious IFA groups in the UK. EFG has a rapid growth strategy, by advising them strategically on both the finance structure and acquisition programme the business will double in size and continue to be one of the most successful IFA groups in the market.” Steven Millward.

“It’s great to see our longstanding clients continue to grow in these turbulent times. Congratulations to Tony and the team on the first stage of their expansion plans” Dan Bisby

Founded in 2011, Elevation Financial Group has completed 8 acquisitions.

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