Selling your business?

Are you ready to move to the next phase of your career? Find out what we can offer you when you join atomos.

What is next?

You are proud of what you have achieved on our journey so far. Now you are looking for high-calibre advice professionals to help us reach the next level.

When you join atomos, you become part of a dynamic and growing wealth manager with financial planning at its heart. Our company culture has the feel of a start-up, but our approach to financial planning is more traditional.

We build long‑term relationships with our clients and their families, often spanning generations.

We support you in achieving your career ambitions, freeing up your time so you can focus on what matters most – your clients.

In turn, we support your clients with smart technology, an award‑winning investment proposition, and exceptional customer service.

Questions to ask yourself if you are thinking about what is next for your advice firm:

What does your ideal future look like?

Are you ready to take your business in a new direction?

Is it time to find the right partner or let the next generation step up?

Are you thinking of retiring and would like to access some of the value in your company?

Do you want to sell your client bank while making sure they will be taken care of?

Every advisory firm will be thinking about continuity and succession. Once you take that stress away, it's an almighty relief and it gives you the freedom to focus on the actual job of being an adviser.

Owner and managing director of atomos-acquired firm, 2022

Why sell your business to atomos?

You have built a successful business.

You have long-term clients who are happy with your service.

You are proud of the relationships you have formed and the advice you have given.

But what is next?

If you are ready to take your business in a new direction, talk to us.

Talk to us

What we offer

National reach

Join a fast-growing national advice firm with a team over 100 financial planning colleagues, over 38 portfolio management colleagues and offices across the UK.

Skilled investing

Your clients could benefit from our exclusive alliance with WTW, the engine powering our investment proposition.

Our own platform

You can manage client assets easily on our platform, atomos invest.

You are in safe hands

Considering your exit plan

When you are thinking about how to realise some of the value in your business while securing continuity for your clients, we can help. With many acquisitions and integrations under our belt, we have the experience to guide you on what buyers look for as you get your business ready for sale.

Deciding who to sell to

It is a big decision, but we think we can offer you something unique. When you sell your business to atomos, you benefit from resources to manage the transition. We have the size and scale to enhance your offering to clients so you will know they are always looked after.

What the future holds

Whether you are ready to retire or you want to continue growing your business, we can support you. We offer flexibility and phased retirement options so you can exit on your chosen timeline. You will be able to invest in your business with a safety net beneath you.