Futura Financial Services
Capital investment for independent financial advice firms, preserving brand identity while providing targeted support to unlock growth.
Futura Financial Services operates as an investment vehicle targeting independent financial advice (IFA) firms. The company's model focuses on acquiring or investing in these firms, allowing the original owners to realize the value they have built over time. Futura's strategy is not to absorb and rebrand, but to preserve the existing brand, culture, and team of the acquired firms.
Post-investment, Futura provides a suite of support services designed to enhance the firm's existing operations and foster growth. This support is modular; while core functions like reporting, finance, and banking are standardized over time, many other services are offered on an as-needed basis. The objective is to retain the advisory team by creating an environment that supports career longevity and professional development. To achieve this, Futura grants access to additional tools and systems and is developing a learning and development suite within an academy structure to nurture talent.
The firm's client-facing approach centers on a Central Investment Proposition, which aims to simplify the investment process for the end clients of its member firms. Futura is actively seeking to expand its group by bringing in suitable new member firms.
Keywords: financial advice, investment, M&A, wealth management, IFA, business succession, operational support, practice management, financial services, capital investment