www.falcon-ifa.com

 

www.fsas-scotland.co.uk

www.financialsynergies.co.uk

www.ifacos.com

 

 

Sumus - 'We Are',

from the Latin verb 'esse' - 'to be'

 

 

 

 
 
 

Sumus

On the 6 May 2008 Sumus Plc and Lighthouse Group Plc completed their merger to create the largest autonomous listed IFA / Wealth Management Group.

As of the 2 May 2008 Sumus Plc changed status to Sumus Ltd.

 

The enlarged group now trades as Lighthouse Group plc and further information can be found at www.lighthousegroup.plc.uk

 

LighthouseGroup

 

 

Falcon Group Plc

(a national IFA group and Network, headquartered in Bristol)

Financial Services Advice and Support Ltd (FSAS)

(a national IFA Network, headquartered in Dunfermline)

Financial Synergies Plc

(an IFA support services provider)

Deverill Black Independent Financial Advisers

(a Wealth Management Specialist IFA)

The Brunel Funds

(a ‘fund of funds’ investment offering)

in Partnership between Falcon Group Plc and Premier Asset Management

     

Sumus History

Sumus was formed in 2000 as the holding company of Falcon Group Plc, which was originally founded in 1983.  Financial Synergies Plc was launched in 2004. Sumus Plc was admitted to AIM in February 2005. FSAS was acquired in September 2006 adding a further 160 advisers based predominately in Scotland and the North of England.

Sumus is committed to providing independent financial advice and each of our businesses provide IFA services to clients and associated IFA firms.

With over 300 professional advisers, Sumus serves the financial needs of 125,000 clients throughout the UK, covering such matters as investments, pensions, protection, mortgages and tax planning, and representing in excess of £2 billion assets under advice.

Following FSA approval in December 2006, Falcon Group Plc launches ‘The Brunel Funds’ investment proposition in February 2007.  This ‘Fund of Funds’ asset management facility gives Sumus the ability to provide further value from offering Independent Financial Advice and associated investment management services.

 

 

'Cityscape, London' reproduced with kind permission of Les Matthews www.lesmatthews.co.uk

 

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