Souter Investments
is one of the UK’s leading family investment offices specialising in private equity

The Socium Group

The Socium Group

Vintage: November 2019

Sector: Financial Services

Location: UK

Type: Buy and Build

Souter Role: Co-investor

Souter Director: No

Status: Current

The Socium Group (“Socium”) is one of the UK’s leading consolidators of the highly fragmented financial advice market. Socium’s aim is to create a national Independent Financial Advice business of scale, delivering best in class advice, superior service and value for money for customers.

Socium is led by Mary-Anne McIntyre, former CEO of Openwork, the largest IFA network in the UK.

Souter Investments are part of a Penta Capital led equity syndicate that backed Mary-Anne and her team in 2019, and our seventh investment alongside Penta.