Tristone Financial

Tristone Financial is committed to the acquisition and growth of outstanding financial and professional services firms which have proven business models and lead by management teams with strong commercial and operational judgement.

Tristone’s financial services portfolio is mainly comprised of companies built on a common theme of providing the best financial advice to their clients.

Our team has extensive experience of investing in the financial services sector, having founded, supported and invested in numerous firms spanning back more than a decade.

Our philosophy is to be creative and responsive partners, tailoring our involvement to the needs of each business and its users.

Tristone Financial is being developed with a clear expectation that sustainable excellence will be achieved and maintained.  We are ambitious, but grounded in the knowledge that we can provide outstanding services that are:

  • Service user focused, with an appetite for growth;
  • Innovative and creative in their approach to financial services;
  • Solid track record within a regulated environment;
  • Trusted and driven by skilled individuals that are committed to achieving excellence within the financial services.


Tristone Financial Acquisition Criteria

Tristone Financial will invest in projects that are located within the UK or Ireland and fall into the following categories:

  • Regulated by the FCA (or another professional body)
  • Put the client at the heart of their operations
  • Are cash generating and/or increasing their funds under management or advice
  • Have a proven trading track record
  • Have excellent management teams with proven track records
If this sounds like your business and you are interested in seeking a sale or investment we would love to hear from you