Vintage To Acquire Corfe Wealth Management

Posted on January 27, 2021 by Editor in Press Releases

27 January 2021

Vintage Wealth Management, part of the Vintage group of companies (Vintage), has agreed to acquire Surrey-based Corfe Wealth Management (Corfe) founded by Christopher Webb in 2011, as part of its ongoing acquisitive and organic growth strategy.

While initially helping to ensure a smooth integration of the Corfe business and customer-base into the Vintage family, Webb continues as a client-facing Adviser within the group with a broader remit to expand the Vintage service proposition across the south east of England.

John Morton, CEO of Vintage Wealth Management said:

“The decision to acquire Corfe Wealth Management is a natural stepping-stone in our expansion plans to grow by targeted acquisitions alongside our continued organic growth, driven, in part, by our joint venture partners and the recruitment of new advisers. We welcome our new colleagues and look forward to working together”.

Webb added:

“For some time it had been evident that, for the ultimate benefit of our clients, Corfe should seek to partner with a larger firm who could provide the additional support and resources that we were looking for in an increasingly challenging marketplace, both in terms of scale and economic backdrop, while also ensuring that we could continue to deliver those clients a ‘best in market’ service offering.

“A link-up with Vintage offered clear synergies, wider opportunities for the enlarged grouping and an enhanced service capability – all of which were prime motivators for us. Since starting our discussions the transition process has progressed remarkably smoothly. This I put down to the fact that a clear plan was put in place and implemented from the outset. We have the support that we were promised and can already see the benefit. I truly believe that this is an exceptional opportunity for all concerned”.

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Notes to editors:

The Vintage group of companies are one of the UK’s premier independent financial advisory and wealth management businesses. The Vintage brand was established in 2004 following a merger between two eminent independent financial advisory firms, Aztec Financial Limited and Bond & Stein plc. The Vintage group of companies now has assets under advice and/or management in excess of £1.25 billion, with an annual turnover in excess of £9.5 million*.

With 130 employees, including over 20 FCA fully regulated individuals, operating from four offices across London, Vintage’s five group companies – Vintage Wealth Management, Vintage Corporate, Vintage Asset Management, Vintage Health and Vintage SSAS Services – provide a full holistic wealth management service including:

Independent Financial Advice
Private Medical Insurance
Employee Benefits
Mortgages
Asset Management
SSAS Support Services

Clients range from individuals, families and SMEs through to international, multi-site quoted companies with up to 5000 employees. Vintage has also established successful joint ventures with several prominent London-based accountancy firms, including white labelling of its financial service offering for three of the top 75 UK accounting firms.

For further information, see:

(*as at 1 December 2020)