Process

Juno Moneta operate a robust and thorough Six Phase Acquisition Process. We believe that only through truly getting to know a firm, their processes, directors, team and clients can you successfully integrate and retain the business.

Approach

Our acquisition team have specific roles within every acquisition, ensuring that instead of a one shoes fits all approach, we really listen to those that have built the business to understand how best to synergise with our Juno Moneta Wealth proposition.

Understanding

The Juno Moneta Wealth Six Phase Acquisition Process ensures communication and understanding through every phase are of the upmost importance, change can not only be a challenge for a firm, but also the team within it and for the clients that are being serviced, therefore we make it priority to keep communication open.

Discover

If you are interested in exploring an exit strategy for your IFA firm, please do contact us via the contact form, or call us for a confidential discovery meeting via the main office phone number.