IFA | Heligan Group

What sets us apart

We combine four key elements to deliver exceptional results, partner-led transactions, cutting-edge research tools, a handpicked & client-focused team, and an international network of sector specialists. This unique blend ensures we maximise value, minimise risk, and provide deep market insight—giving you a strategic edge in every transaction.

IFA Trends & Considerations

The sector has remained strong and stable, but market dynamics are shifting. Listed company valuations are trending back to previous levels, yet as capital moves into emerging sectors like infrastructure and healthcare, IFA valuations may soften. US private equity firms are continuing to show strong interest in the UK market, adding further competition and potential consolidation.

Expertise which leads the sector

Our diverse, collaborative team pools wide-ranging expertise, ensuring innovative, tailored solutions that maximise value.

Led by a highly experienced team of unmatched industry professionals, we draw on the knowledge of seasoned sector specialists to give you the edge.

UK IFA: Autumn 2025 Budget Review

Heligan’s Autumn 2025 IFA Budget review explores how these changes will reshape the landscape for HNW households.

This firm is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. This firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

Specialist Sector: Independent Financial Advisors

What sets us apart

IFA Trends & Considerations

Expertise which leads the sector

UK IFA: Autumn 2025 Budget Review

Previous reports

Contact our IFA sector experts