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Absolute Financial Group Launches with £115m Backing and £1.1bn AUA Acquisition

  • Writer: Chapters Capital
    Chapters Capital
  • 4 days ago
  • 2 min read
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12th August 2025


A new player has entered the UK independent financial advice consolidation market as Absolute Financial Group launches with £115m in committed funding from Inflexion Private Equity Partners, Tatton Asset Management, and the Tatton senior management team.

 

Led by CEO David Carter, formerly of CMS Wealth, and chaired by Paul Hogarth, founder of Tatton Asset Management and Perspective Financial Group, Absolute aims to establish a national network of values-driven IFA firms operating under a single brand. The funding package, which combines debt and equity, will be available for deployment over the next five years and supports a targeted acquisition strategy.

 

The group has exchanged on its first acquisition: Ashford-based Absolute Financial Management with £1.1bn in AUA. This firm will serve as the group's central hub for future acquisitions, laying the foundations for the brand's nationwide presence.

 

According to the leadership team, Absolute is designed to address growing concerns within the IFA community regarding the loss of independence and declining client service standards amid ongoing consolidation. Their strategy focuses on integrating established businesses while preserving their culture, ethics, and client relationships. The firm will offer flexible acquisition structures, including both majority and minority stakes, with an emphasis on fostering long-term partnerships.

 

Inflexion has characterised the venture as an opportunity to create one of the UK's leading financial planning businesses, combining capital strength with sector expertise to scale sustainably. With £115m in resources and a leadership team well-versed in the UK advice sector, Absolute's stated ambition is to expand nationally while maintaining the independence and integrity of the IFA profession.


At Chapters Capital, we specialise in financial planning and wealth management M&A and understand the importance of strategic acquisitions for growth. Whether you are considering a sale, merger, or expansion or want to learn more about buyers in the space, please contact one of our professional associates today for a confidential, no-obligation consultation.

 


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