Financial Services

The UK has a large number of innovative and fast-growing financial services companies as well as companies that operate in the financial services supply chains.

Why Financial Services?

Operating in such a dynamic and heavily regulated sector creates opportunities for innovative businesses that can deliver disruptive solutions to their customers.

The UK has a large number of innovative and fast growing financial services companies as well as companies that operate in the financial services supply chains. Innovation is welcomed throughout the sector with both consumers and businesses quick to adopt new technology-based solutions.

We have an extensive network of industry experts and deep experience of helping businesses to navigate the challenges and opportunities that this sector brings.

Financial Services

What specifically do we look for?

Some of the characteristics we look for include:
  • High quality service levels
  • Deliver services that significantly reduces customer friction
  • Disrupt traditional markets through new delivery models
  • Opportunity to consolidate a fragmented market
  • Uses particular know-how or machine-based intelligence to assist in the underwriting models

Example sub-sectors we will invest in

We are actively looking for investment opportunities in the fields of:
  • Specialist commercial insurance brokers or MGA’s
  • Digital personal line insurance brokers
  • Data analytics providers
  • Accountancy & legal tech services
  • Investment / wealth management platforms
  • Trust & fund administration
  • Government, risk management & compliance solutions
Financial Services
Simon Hemley, Director
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Whether you are considering private equity investment or looking to gain insight into a specific sub-sector, we welcome the opportunity to share our views and experience with you.

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Simon Hemley, "Financial Services is a complex and dynamic ecosystem. Success
in this market requires a business to carefully navigate regulations and competition"
What our partners say

“Beech Tree understood our business from the outset. One of the most important things for us though is that Beech Tree delivered on what they said they would do when they said they would do it”

Kevin Hindley, CEO Fluent Money

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“Talking to Beech Tree was like talking to a trade player given their sector focus”

Stephen Gibson, CEO Avid

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Our current financial services investments

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Financial Services News & Insights

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Advanta has announced that it has acquired City Financial Planning Limited adding a further £800m of AUMAdvanta has announced that it has acquired City Financial Planning Limited adding a further £800m of AUM
November 6, 2024

Advanta has announced that it has acquired City Financial Planning Limited adding a further £800m of AUM

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Advanta’s fourth acquisition of the year adds a further £150m AUM to Advanta’s stewardshipAdvanta’s fourth acquisition of the year adds a further £150m AUM to Advanta’s stewardship
October 17, 2022

Advanta’s fourth acquisition of the year adds a further £150m AUM to Advanta’s stewardship

Read more
Advanta Solutions continues its acquisition strategyAdvanta Solutions continues its acquisition strategy
October 14, 2022

Advanta Solutions continues its acquisition strategy

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Advanta has announced that it has acquired City Financial Planning Limited adding a further £800m of AUMAdvanta has announced that it has acquired City Financial Planning Limited adding a further £800m of AUM
November 6, 2024

Advanta has announced that it has acquired City Financial Planning Limited adding a further £800m of AUM

Read more
Advanta’s fourth acquisition of the year adds a further £150m AUM to Advanta’s stewardshipAdvanta’s fourth acquisition of the year adds a further £150m AUM to Advanta’s stewardship
October 17, 2022

Advanta’s fourth acquisition of the year adds a further £150m AUM to Advanta’s stewardship

Read more
Advanta Solutions continues its acquisition strategyAdvanta Solutions continues its acquisition strategy
October 14, 2022

Advanta Solutions continues its acquisition strategy

Read more
An Investor’s View: A vision for net zero and how a technology led “one stop shop” service offering, can drive meaningful change.An Investor’s View: A vision for net zero and how a technology led “one stop shop” service offering, can drive meaningful change.
August 16, 2022

An Investor’s View: A vision for net zero and how a technology led “one stop shop” service offering, can drive meaningful change.

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An Investor's View: How MGAs can add value to the insurance chain & stay relevant in choppy watersAn Investor's View: How MGAs can add value to the insurance chain & stay relevant in choppy waters
May 13, 2022

An Investor's View: How MGAs can add value to the insurance chain & stay relevant in choppy waters

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An Investor's View: Sprawl - data management’s public enemy No. 1. Or is it?An Investor's View: Sprawl - data management’s public enemy No. 1. Or is it?
April 1, 2022

An Investor's View: Sprawl - data management’s public enemy No. 1. Or is it?

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