Penta Capital Portfolio The Socium Group Penta Capital have backed Mary-Anne McIntyre, the former CEO of Openwork, the largest financial adviser network in the UK, to carry out a buy and build in the UK independent Financial Advice market. This is a market where the customer is underserved and the plan is to create a national Financial Advice business by deploying £60m in equity out of total funding in excess of £160m to acquire IFA businesses across the UK. The aim is to create a best-in-class advice business, providing superior service and value for money for the customer, with significant central support allowing the acquired businesses to focus on customer needs. Mary-Anne has a long track record of managing and growing advice businesses. As CEO of Openwork, and prior to that with other major financial services companies such as Fidelity where she was Head of European Customer Services and Old Mutual Wealth where she was head of Chief Distribution officer. She is supported by Simon Brunt, CFO, formerly CFO of Openwork and Intrinsic, and David Shearer, Chairman, a veteran senior non-exec with extensive financial services experience. CEO Mary-Anne McIntyre Penta Executives Charles Schrager and Steven Scott The Socium Group Level 13 Broadgate Tower 20 Primrose Street London, EC2A 2EW Tel: +44 (0)20 3925 3936 Penta are solutions focused and decisive. They are very knowledgeable in their sectors and their expertise is genuinely additive. Maryanne McIntyre, Socium CEO Back to portfolio Ferguson House 15 Marylebone Road London, NW1 5JD 150 St Vincent Street Glasgow, G2 5NE info@pentacapital.com Penta Capital LLP is Authorised and regulated by the Financial Conduct Authority Penta Capital 2021 All Rights Reserved Privacy Policy Terms of Use Cookie Policy This site uses cookies to personalise and customise your experience. By clicking “I Accept", you consent to cookies in accordance with our privacy policy. Cookie Policy Dismiss Accept