Beechbrook Capital has completed a new investment in Intrusted Pensions, marking the twelfth investment in Beechbrook’s fourth UK-focused fund.
This senior debt investment into the founder-led pensions administration platform is to support the buyout of Robert Graham Financial Ltd. The transaction represents a strategic step in the creation of a broader financial services group focussed on serving business owners across the UK.
Robert Graham Financial provides complementary pensions administration services alongside a well-established wealth advisory offering. The acquisition brings together two highly aligned businesses with shared client demographics and a strong reputation for delivering tailored financial solutions, creating a platform with enhanced scale and broader capabilities for future growth.
The combined group will operate from offices in Leicestershire and Manchester and is well positioned to expand its presence across the UK. By integrating pensions administration expertise with wealth advisory services, the business aims to provide clients with a more comprehensive and streamlined offering, while continuing to build long-term relationships with entrepreneurs, owner-managed businesses and private clients.
Beechbrook’s investment will support the next phase of the group’s development, including continued investment in people, systems and service capabilities alongside initiatives to further grow the customer base and expand the range of services available to clients.
Commenting on the partnership, Mark Smith, CEO at Intrusted Pensions, said: “Beechbrook demonstrated a strong understanding of the pensions and retirement solutions landscape, as well as the regulatory and operational complexity that underpins it. Their experience in the lower mid-market makes them a highly knowledgeable partner, and we look forward to embarking on this next phase of growth for Intrusted Pensions with their support.”
Elliot Gargan, Investment Director at Beechbrook, said: “We are delighted to be supporting the management team as the business enters its next stage of growth and development. Intrusted Pensions operates in an attractive and resilient sector and we look forward to nurturing this partnership we have built in the long-term.“
