Corporate Strength & financial stability
Founded in 1983 and adhering to clear objectives ever since, Falcon Group Plc has developed into one of the largest, independently owned, financial and wealth advisory groups in the UK.
With a very strong financial base and over two decades of consistent profitability and growth, the Group enjoys one of the most established positions in the IFA sector.
Funded entirely from it's own resources and profits, Falcon Group benefits from a long standing management team, with clear and specific aims of providing exceptional service to quality advisers and clients throughout the UK.
In 2005 a further £2.5m if growth and development capital was raised when the Group's holding company, Sumus Plc, listed on AIM. This enabled Falcon to invest in organic growth, selective acquisitions and joint venture opportunities.
Client centric & relationship focused
In May 2008 Sumus Plc merged with Lighthouse Group Plc to create the largest, autonomous listed IFA Wealth Management Group.
Operating from state of the art offices in the heart of Clifton in Bristol, Falcon represents the Premium, Wealth Management brand of the Group serving the needs of advisers and clients throughout the United Kingdom.
As a client centric business, Falcon has consistently elected to operate purely as a whole of market IFA.
All too often National IFAs and networks can focus on distribution and turnover at any cost. At Falcon our drive is, and will remain, to partner quality advisers in their growth and development.
Appealing to the 'independently minded' IFAs and Wealth Advisers the intensity of our relationship is dictated by you.
Next page - Managing your business