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HomeFinancial PlanningAtomos buys Chartered Planner’s female-focused IFA agency

Atomos buys Chartered Planner’s female-focused IFA agency



Wealth supervisor and Monetary Planner Atomos has acquired North London Chartered Monetary Planner-led Equanimity IFA for an undisclosed sum.

Equanimity was arrange by Chartered Monetary Planner Helen Howcroft with the purpose of offering holistic monetary recommendation to a primarily feminine shopper base.

Equanimity has 12 employees serving primarily feminine, high-net-worth shoppers and enterprise house owners. It offers them with Monetary Planning recommendation, wealth administration and monetary safety providers.

Girls going via divorce are additionally a specialist recommendation space focus for Equanimity.

Atomos says it would work carefully with Ms Howcroft and her staff to supply “inclusive recommendation” providers, focusing initially on enhancing providers for shoppers experiencing important life modifications.

The enterprise may even look to extend its supply to individuals who usually could not have accessed monetary recommendation, in keeping with the FCA’s deal with bettering outcomes for under-served or susceptible shoppers, Atomos mentioned.

Helen Howcroft, founding father of Equanimity, mentioned: “In Atomos we’ve discovered a companion who shares our ambition and can assist our staff to develop shopper relationships freed from the growing burdens positioned on recommendation companies. With Atomos’s help, we can assist many extra people and households obtain their monetary targets.”

Chris Kraft, chief business officer at Atomos, mentioned: “We’re delighted to welcome Equanimity into our enterprise. This can be a key strategic acquisition for Atomos and can permit us to leverage Equanimity’s experience in specialist recommendation and roll it out nationally throughout our regional workplaces. On this method we’ll be capable of help extra of our shoppers via particular life occasions and challenges. We sit up for working carefully with Helen and her staff to attain this purpose.”

Atomos, beforehand Sanlam Wealth, is owned by non-public fairness agency Oaktree Capital Administration and led by CEO Jonathan Polin. It manages £7bn of investments and financial savings for 8,000 shoppers and offers Monetary Planning recommendation through 15 regional workplaces. The agency has a partnership with WTW to supply funding options together with its Mannequin Portfolio Service.




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