Value Undisclosed

Simpli Financial Solutions

M&A Exit

Exited

Financial Services Published 5 October 2026

Summary

Sunderland-based financial advisory firm Simpli Financial Solutions has been acquired by Neath-based Prime Property Finance in a transaction advised by KBS Corporate.

Summary of transaction details:

Value: Undisclosed
Sector: Financial Services
Advisor: KBS Corporate
Key Entities: Simpli Financial Solutions, Prime Property Finance
Location: Tyne and Wear, United Kingdom

Note: The transaction brings both firms under common ownership while preserving Simpli Financial Solutions' brand identity, FCA authorisation, and independence to expand opportunities for financial advisers.

Lead Investor / Acquirer

Prime Property Finance

Advising Broker

KBS Corporate

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View Company Details

Financials, officers, full deal history

Original Source

View the original press release or news article describing this transaction in full.

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