MarshBerry Advises Cartlidge Morland on Strategic Sale to Atomos

London, August 4, 2026 – MarshBerry, a global leader in investment banking and consulting, is pleased to have advised The Cartlidge Morland Partnership, Cartlidge Morland Limited and Cartlidge Morland Wealth Management LLP (Cartlidge Morland) on the sale of its assets to Atomos Financial Planning Holdings Limited (Atomos).

MarshBerry acted as the exclusive financial advisor to Cartlidge Morland, a well-established London-based wealth management firm with a strong reputation for delivering holistic, high-quality financial advice to private clients, business owners and corporates. Over many years, the firm has built a loyal, multi-generational client base, underpinned by long-standing relationships, technical expertise and a highly personalised approach to financial planning and investment management.

The transaction marks an important milestone for Cartlidge Morland, enabling the firm to enhance its service capabilities and access broader resources, while maintaining its client-centric philosophy and strong cultural identity.

Atomos is a leading UK wealth management group, focused on delivering comprehensive financial planning and investment solutions.

“The demand for high quality UK advice firms remains strong, especially for businesses characterised by deep client relationships and consistent growth,” said Fred Hansson, Managing Director. “Cartlidge Morland has developed an excellent reputation in the London market through its dedication to client service and professional integrity. Atomos represents a compelling partner, well-positioned to support the firm’s continued evolution and growth.”

This transaction underscores MarshBerry’s commitment to helping firms achieve value realisation objectives and strategic growth through merger & acquisition (M&A) initiatives in the financial services sector. MarshBerry’s team brings extensive experience in advisory services, supporting clients through the complexities of valuation, solicitation, negotiation and successful transaction execution.

Terms of the transaction were not disclosed.

MarshBerry – Helping Clients Learn, Improve & Realize Value

MarshBerry is a global leader in Merger & Acquisition (M&A) advisory services, corporate finance solutions, and strategic consulting for insurance brokerages and firms in the wealth management industry. Our mission is to help firms in insurance distribution amplify value and chart strategic courses towards a future rife with opportunities. With a legacy spanning over 40 years, MarshBerry expanded its footprint to Europe in 2019 and now boasts four locations specializing in Corporate Finance Advisory (M&A Advisory; Capital Raising), and Business Planning (Strategic Planning; Business Valuations; Perpetuation Planning). MarshBerry’s deep industry expertise, innovative solutions, and client-first philosophy support European financial service providers in optimizing their business strategies and achieving long-term success. For more information, visit www.MarshBerry.com/EU.