Since 1992, we have focused on acting honestly, transparently and with integrity with all those we have interacted with.
Our CEO, James Bryce, explains more in the video below.
Following careful consideration, in August 2022 we simplified our corporate structure and found an investor in Solomon Capital Holdings Limited who took a stake in our business. At the same time, the directors of FA92 Wealth Group invested in Solomon Capital Holdings Limited to ensure that we were able to help shape the future of the business for the benefit of our clients.
As part of this transaction, we also made the decision to appoint Beaufort Financial Planning as our new financial Network.
Who is Solomon?
Solomon has been set up by the ex-Chief Executive Officer and ex-Finance Director of Quilter Financial Planning with the backing of JC Flowers & Co, an internationally renowned private equity firm dedicated to investing in the financial service profession.
Why change?
To further the ambitions of the business, we wanted to secure funding to continue our corporate growth strategy. We also wanted to ensure that clients receive the very best service from us, and we really feel we are better equipped to do this under Beaufort Financial Planning Ltd going forward.