Söderberg & Partners Takes Stakes in MoneyWeb, Oakwood Asset Management and Liberty Partnership
- Simon Bourke
- Mar 4
- 3 min read
4th March 2026
Deal summary
Swedish wealth management group Söderberg & Partners has announced investments in three UK independent financial advice firms: MoneyWeb Financial Advisers of Scarborough, Oakwood Asset Management of Hertfordshire and Essex, and Liberty Partnership of Lincolnshire. No financial terms were disclosed for any of the three transactions. Together, the three firms oversee around £1.14 billion in client assets.
About Söderberg & Partners
Söderberg & Partners is a Swedish financial services group founded in 2004. It announced plans to enter the UK market in February 2023 and has since been building a financial advice footprint in the UK through a series of majority and minority investments in entrepreneurial IFA and wealth businesses. Chief executive Gustaf Rentzhog has described the UK expansion in terms of long-term partnership, with the group aiming to become one of the leading players in the UK market within a few years.
About MoneyWeb Financial Advisers, Oakwood Asset Management, and Liberty Partnership
MoneyWeb Financial Advisers, based in Scarborough, North Yorkshire, manages approximately £300 million in assets across more than 600 private clients and 50 corporate relationships. The firm has built its reputation on tailored, long-term financial planning for individuals, families and businesses, and also runs a community-facing initiative, the Invest in the Future campaign, supporting grassroots sport and local talent.
Oakwood Asset Management, established in 2009 and operating from offices in Hertfordshire and Essex, currently manages around £600 million in client assets. Recent coverage says the practice has a team of seven advisers with more than 140 years of combined industry experience and specialises in personalised financial planning for individuals and families.
Liberty Partnership Ltd, based in Lincolnshire and recently expanded with a new office in Bourne, was founded by chartered financial planners Richard Ash and David Gregg. The firm advises on more than £240 million in client assets and employs a team that spans financial planners, estate planners and paraplanners.
Why is Söderberg & Partners investing in these firms?
Söderberg & Partners has positioned itself within the UK market as a long-term capital partner rather than as a conventional consolidator. In earlier UK announcements, the group said it was not in the business of buying and consolidating, but of backing entrepreneurs and helping them realise their goals. Each of the three target businesses is regionally embedded, owner-led, and focused on high-quality client relationships, characteristics that fit the profile of firms Söderberg has repeatedly said it wants to support in the UK.
MoneyWeb director Paul Robinson noted that the deal would allow the firm to “retain our culture while gaining access to enhanced technology, expertise and scale”, a formulation that closely reflects the terms in which Söderberg has described its wider UK strategy. The latest transactions also continue Söderberg’s steady run of UK deal activity, following earlier investments in 2024 and 2025 across Norfolk, the Midlands, the South West, Croydon, Southampton, Chorley and Aylesbury. Against that backdrop, the three latest investments appear to form part of an ongoing UK build-out rather than an isolated round of deals.
What happens next?
No integration timeline has been disclosed, and no structural changes to any of the three firms’ day-to-day operations have been announced. What has been stated is that Söderberg intends to support the firms’ continued growth, and the target firms’ own comments point to a model centred on enhanced technology, added scale and broader operational support rather than immediate rebranding or absorption.
Söderberg & Partners’ other recent UK investments
Cheetham Jackson and Blakes Financial Management - April 2025
Investments in two independent financial planning firms based in Chorley and Aylesbury.
Francis Clark Financial Planning, Qi Financial Solutions and Radcliffe & Co - January 2025
Investments in three UK advice businesses based in the South West, Croydon and Southampton.
Hoyl Independent Advisers, Intelligent I-FA and Mosaac - December 2024
Investments in three UK financial planning firms spanning Norfolk, the Midlands and a broader national client base.
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