Announced

Completed

Söderberg & Partners completed an investment in Cheetham Jackson, Blakes Financial Management, Active Financial Planners, and Murphy Wealth.

Synopsis

Söderberg & Partners, a Swedish financial advisory firm, completed investments in Cheetham Jackson, a financial planning company; Blakes Financial Management, an independent Financial adviser; Active Financial Planners, a chartered financial planner; and Murphy Wealth, an insurance business. Financial terms were not disclosed. “The strong cultural fit, shared values, and desire to create value for clients through efficient processes and the smart application of technology and automation, made the decision to move forward with Söderberg as our strategic partner a simple one. We look forward to accessing their expertise in key areas that will support our growth while we continue to focus on serving clients and delivering meaningful results for them and their families.” Stuart Jackson, Cheetham Jackson Managing Director and Founder.

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