Bristol-based financial services provider, Clifton Asset Management, has secured a significant investment from independent asset manager, BOOST&Co. The funding will be used to support the firm’s buy-and-build strategy as it realises an extensive pipeline of opportunities.

Clifton’s acquisition of Leonard Gold Financial Management and Plan for Life in the past two years marked the start of its recent expansion plans and the group intends to acquire several more businesses with the support of the funding from BOOST&Co. This will create a number of additional jobs and optimise both the experience and services provided to clients. In addition, the loan will enable the business to continue its technological innovation, ensuring that this is at the forefront of its proposition. 

Clifton Asset Management offers specialist financial and administrative services and technology to businesses, financial advisers and individuals. Some of the services provided include financial planning, back office technology, pensions administration, fund management, investment platforms and business funding.

BOOST&Co has chosen to work with Clifton Asset Management due to its strong and highly experienced executive management team. The business is long-established, with an excellent reputation in the industry as a driver of technology and innovation. There are a number of exciting opportunities ahead for the company, which makes it an appealing investment choice. 

Anthony Carty, Financial Planning Director at Clifton Asset Management, says: “This funding from BOOST&Co will enable us to accelerate our growth, adding to our network of businesses and enhancing the services that we offer. It comes at a really exciting time for the company and we are looking forward to pursuing the many opportunities coming our way, with the support of this investment.” 

Kim Martin, Head of South and Midlands at BOOST&Co says:We are really pleased to support the Clifton team as they continue to deliver their exciting expansion plans for the group. The company has gone from strength to strength since its recent acquisition of Leonard Gold in 2021 and the funding from BOOST&Co will provide support by bringing an extensive pipeline of acquisition opportunities into the Clifton fold.” 

Corporate finance advisory was provided by specialist firm Dyer Baade & Company. Daniel Baade, Chief Executive and Stuart Dyer, Chairman said: “It was a pleasure to advise on this funding deal, which will bring huge benefit to Clifton Asset Management and ensure that the business can continue on its growth journey and fulfill its expansion ambitions.” 

Business advisory services were provided by Azets and legal guidance was given by DACB.

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