Benchmark Capital has acquired Kennedy Independent Financial Advice, enhancing its presence in Northern Ireland and aiming to create a central hub in Derry.
Information on the Target
Kennedy Independent Financial Advice (KFA) is a reputable financial advisory firm based in Northern Ireland, known for its personalized approach to client relations and long-term financial planning. KFA has built a strong foundation through its commitment to delivering quality advice that aligns with clients' long-term goals, ensuring stability and security for both clients and staff alike.
As part of a strategic move to enhance operational capabilities, KFA's team is set to join Benchmark Financial Planning, a subsidiary of Schroders. This transition will not only provide KFA's staff with access to Benchmark's technological resources but will also allow them to better serve their clients within a new and improved support framework.
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Industry Overview in Northern Ireland
The financial advisory sector in Northern Ireland has shown significant growth over recent years, driven by a rising demand for personal financial planning and investment advice. As mor
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Benchmark Capital
invested in
Kennedy Independent Financial Advice
in 2023
in a Corporate VC deal
Disclosed details
Transaction Size: $111M