Liberate Wealth launches with the acquisition of Ebor Financial Planning

Monday 23rd October, 2023

The Marriott Harrison team were pleased to advise wealth management firm Liberate Wealth on its first acquisition of Ebor Financial Planning, a Yorkshire-based Top 100 financial planning firm.

Founded by an experienced leadership team Liberate Wealth is led by CEO Mark Howlett and will offer a comprehensive suite of financial planning and investment management services driven by technology for each generation of investors on a nationwide basis.

Liberate Wealth has taken on a buy-and-build strategy with the aim of engaging with like-minded advisory and financial planning firms who share the same values with a strong emphasis on innovation in the sector and therefore differentiating it from other firms, who seek consolidation in the financial services sector. Ebor Financial Planning fits Liberate Wealth’s mandate as an established and reputable business based in the north of England, being an important region strategically with longstanding client relationships.

Mark Howlett, CEO of Liberate Wealth, commented: “The Marriott Harrison team were absolutely instrumental to the success of this transaction which provides the platform from which Liberate Wealth can launch to the world. Their counsel was invaluable and helped to minimise many problems or avoid them altogether – I could not recommend a better partner.”

Daisy Divoká was delighted to lead the Marriott Harrison team which included Ben Cole and Zoha Khalaj-Mehri (Corporate), Oliver Silk (Real Estate), Ed Belam and Sofia Gottgens (Employment) and Alex Lee (Commercial).

#professionalservices #mergersandacquisitions #wealthmanagement

Articles by Daisy Divoká