Berkeley Cannon is a trusted business intermediary. As a company, we have been responsible for many of the financial services M&A deals that have taken place over recent years, particularly in the IFA sector.
The deals we write range from modest to large. Our usual deal valuation range is from £300,000 to £20 Million. Our most significant deal is one of the largest in our sector over the past ten years. We are open to assisting vendors at all size levels, and we are the only size, and scale focused when working under specific buyer mandates. We have solutions for everyone. We have helped shareholders with all aspects of their deal, from softer and fundamental elements to more technical areas, such as accounting, tax planning, and growth strategy. What sets us apart, bar our above average results for our vendors and buyers, is our in-depth buyer and seller relationships, deal management experience and the consistent service we provide.
We were founded on the belief that during these challenging times business owners, especially within the financial services sector, deserve the highest level of professional support, advice, and expertise, as they explore one of the most important decisions of their business lives: how to enhance and capture the value of their business.
We are trusted by an established client base of buyers and sellers, past and present. We are a business that is dependable. Honesty, customer service, and a fully personalised approach are the cornerstones of our business. We are committed to building effective and mutually beneficial relationships with everyone we have the honour of helping.
As with many services, the most valuable benefit a seller can obtain from a business intermediary is the peace of mind that comes from relying on the well-founded judgement of an experienced advisor.
Mayfair W1J 6BD
- Financial Services
Hours of operation
Meet Our Team (6)
Her main role is to organise the CEO’s diary and ensure the smooth running of operations at Berkeley Cannon.
We work safely in the knowledge that the people we work with know how important we hold them.
"Today's buyer maybe tomorrow's seller, and Today's seller may be tomorrow's buyer"
Berkeley Cannon specialises in mergers and acquisitions within the financial services sector, with our core focus being Wealth Management.
Our deal size range is £1m to £100m; I am experienced in advising sell and buy-side parties. For references for me and our company, please do get in contact.
•IFA/Employee Benefits (the UK and International)
•Discretionary Fund Managers/Wealth Managers
• Non-Advisory FS businesses
•Accountants and Insurance firms
Services and Expertise
• Exit Planning and Execution
• Management Consulting and Project Management
• M&A Strategy and Implementation
• Integration management
• RDR and TCF guidance
• Business Process Optimization
• Business Target Identification
• Technical writer
Market/ M&A project experience
•Finance, Legal, and many other commercial sectors, from Media through to the Tourist Industry, but to name a few.
• Middle East (EMEA)
Berkeley Cannon draws upon a full suite of technical skills when deal managing and making.
Newcastle University – BA 1st Class Law Degree
Bristol Old Vic Theatre School – BA Hons 1st Class – 3yrs
Geoffrey is a qualified Barrister and was employed as a barrister before he entered the world of acting. When Geoffrey is not appearing on TV or Theatre Geoffrey works at Berkeley Cannon supporting us with key initiatives and business operations.
Speaker at corporate events
Legal intermediary management/ internal contract advice
Business Broking team support
BA, European Fashion
Due to her vast research experience, she has been tasked with the management and employment of 9 new data
specialists who are developing and integrating data into Berkeley Cannons CRM system as we grow our buyer database globally.
She is building an international network for us with M&A intermediaries and direct with Financial Services businesses globally.
That said; Tara’s primary role is the management and engagement of new and existing buyers in the UK which plays
to her experience having spent many years of nurturing and building corporate accounts to raise funds for leading Charities.
She has completed projects for Anthony Nolan’s Trust and The Mayors office. She is both ethical and knowledge filled.
Berkeley Cannon welcome her to the team.
“Today’s buyer may be tomorrow’s seller, and Today’s seller may be tomorrow’s buyer”
Berkeley Cannon specialises in mergers and acquisitions within the financial services sector, with our core focus being Wealth Management. Our deal size range is £1m to £100m; I am experienced in advising sell and buy side parties. For references for me and our company, please do get in contact.
IFA/Employee Benefits (UK and International)
Discretionary Fund Managers/Wealth Managers
Non-Advisory FS businesses
Accountants and Insurance firms
Services and expertise
Exit Planning and Execution
Management Consulting and Project Management
M&A Strategy and Implementation
RDR and TCF guidance
Business Process Optimisation
Business Target Identification
Market / M&A project experience
Finance, Legal, and many other commercial sectors, from Media through to the tourist industry, but to name a few.
Middle East (EMEA)
Berkeley Cannon can draw upon a full suite of technical skills when deal managing and making.