Supporting the decisions that shape what comes next
K3 Advisory Group supports entrepreneurs, leadership teams and their advisers through periods of growth, change and transition. Whether preparing for growth, navigating change, planning an exit or protecting wealth, we bring specialist expertise together around the decisions that shape what comes next.
Growth, investment and change call for considered decisions and clear direction. Our role is to bring structure, perspective and specialist expertise so clients can move forward with clarity and confidence.
Clients may engage us for a specific decision or across multiple stages, benefiting from coordinated advice that reflects both the bigger picture and the immediate objective.
K3 Advisory Group brings together specialist expertise across business sales, technology, business services, restructuring and wealth management.
What sets us apart is not just the breadth of this expertise, but how it connects. Our joined-up approach ensures clients have the right expertise around each decision.
Explore our specialist brands or see who we work with to find the support that fits your situation.
Trusted by smarter financial thinkers
Real experiences from K3 Advisory Group clients, sharing the impact of focused, specialist advice.
Business Sales
"I had a wonderful experience. The team produced a beautiful brochure within the timescales that were laid out. They found a buyer very quickly."
J. Maddocks
Business Sales
"I recently worked with the team on the sale of my business, and I couldn’t be happier with the service I received. I would not hesitate to recommend you to anyone considering a sale."
J. Watts
Technology
"As a user, your world view is limited to your own system and your own business. The K3 Advisory Group technology team open our eyes to new possibilities and are always proactive in suggesting new ways for the system to support our business. They help us to work more efficiently and to capitalise on our investment."
Upgrade Bikes
Technology
"At no point did Technology Solutions team over-promise to get our business; rather they spelled out what we could realistically expect."
Eurogold
Business Sales
"From the get‑go, the team ran a professional and efficient process… negotiated a deal that we are delighted with."
Union Street Technologies
Wealth
"The Wealth management have managed the investments for our family for over 15 years. We value their flexible approach, attention to detail and highest level of personal service."
C. Garnett
Business Sales
"It was clear that the team had strong relationships at CEO level with every party we wanted to include in the process."
Zest4
Wealth
"The service delivered by the Wealth Management team has been first class - specifically from Joseph Warne, who supported our company through a large-scale pension consultation."
M. Johnson
Business Sales
"The Business Sales team were brilliant throughout the process. They made everything easy for us to understand and were on hand 24/7 to help us get the deal done quickly and successfully. They were able to clearly see both what we wanted and what the buyer wanted and skilfully bring the two sides together."
Dezeen
Business Services
"We couldn’t be more impressed with the expertise and professionalism. From the moment we engaged their services, they made the entire process of applying for R&D tax credits incredibly smooth and stress-free."
S. De Hailes
Wealth
"The Wealth Management team are very friendly, knowledgeable and tailor their advice to suite the financial awareness of each client. As such, some complex financial issues are better understood, and this promotes a transparency that engender positive and lasting relationships."
C. West
Technology
"The choice of a Sage support partner is a big thing. It impacts the business. After a somewhat patchy relationship with our previous support partner, we were relieved at just how easy and professional the Technology team have been to work with."
Horizon Platforms
Business Services
"The level of support and guidance we have received over many years really is an integral part of our success as a law firm."
Mackrell Solicitors
Business Sales
"We are delighted to have successfully secured investment from Harwood Private Equity and are keen to realise the next phase of our growth strategy. We are pleased to have had the team supporting us throughout the process."
Amito
Business Sales
"The team took the time to understand our business and they used their industry knowledge and contacts and highlighted a number of different options that we did not realise were available to us."
Fournet
Business Sales
"The team has a fully integrated approach to EOTs, and were able to sort everything from structuring, valuation and HMRC clearance, working closely with our lawyer throughout the process. Their advice has been invaluable and they were clear at every stage helping us understand the decisions we needed to make."
Intec
Business Services
"Fantastic experience. They were very professional and got the job done within the promised time frame. A great win for our business as initially I had no idea what I was entitled to. Would definitely recommend."
H. Chamberlain
Business Services
"I don’t think we’ve ever had a client who’s had an enquiry come up from their claim. Even if we did, I’m confident the team would sort it out without much hassle."
LMW
Business Services
"I couldn’t believe my solicitor didn’t do this, and when I found out, I was able to claim back a substantial amount of tax, just in time for sale."
Arctic Spas
Business Services
"Because the team understand what we are about and what we want to achieve, we know our marketing needs could not be in safer hands"
Palmers Solicitors
Business Sales
"We had a great experience working with the team on the sale of our recruitment business. They were professional, knowledgeable, and supportive throughout the process. We wanted a buyer who understood our sector and would continue our success, and they introduced us to several well-aligned prospects."
M. Foster
Business Services
"When progressing our investment, it was critical to get the support of advisors who could provide honest, practical insight across the entire investment process. The team went above and beyond, supporting both parties across this exciting investment."
Percipient Capital
Business Services
"Recently carried out a claim. The team were incredibly professional and generated a significant tax rebate after renovations I carried out on my hotel last year. Would highly recommend."
E. Place
Business Sales
"We were very pleased with the support the team provided us, identifying the key issues early on and working in a focused and efficient manner. The team provided invaluable support and we look forward to continuing to work with the team in the future"
Rockpool Investments
Business Services
"We’ve had a number of successful claims and clients have been pleased with how things are going. We’re constantly working with the Tax team to get them in front of more of our clients and make more referrals, so that we can grow our service – offering us the opportunity to identify areas of untapped potential in the R&D tax space."
Business Services
"The team speak the language of our clients. For example, one of their consultants in the early days had an engineering background, so he could go out and talk to the client from that perspective and work out what was being done, what was new and what qualified for a claim."
Mark J Rees LLP
Business Services
"We'd like to say a huge thank you the team, who ably assisted us with outstanding financial advisory and due diligence."
Iglu
Business Services
"Fantastic experience with Tax Advisory team. They were very professional and got the job done within the promised time frame. A great win for our business as initially I had no idea what I was entitled to. Would definitely recommend."
Holly Chamberlain
Wealth
"I couldn't be more pleased with the service I get. The team are always on the end of the phone ready to answer any questions, we have regular update meetings and I have found them to be completely honest regarding fees and expectations. I couldn't recommend them more highly."
D. Van Pelt
Business Sales
"We had been approached many times to sell our business but the approach from the team was different; they had actually researched our company and made it personal."
K. Kingham
Business Services
"A very good service, would highly recommend. Excellent communication from start to finish and a good result achieved. Thank you."
L. Farmer
Wealth
"We have partnered with the Employee Benefits team for about 4 years now - the team are very responsive, well-organised and competent. We have a very good working relationship with the whole team - their expertise is critical to our business."
Michelle
Business Sales
"We would like to thank you for your help in completing the addition of Bear With Us Productions to Aris Group Ltd. The team were incredibly helpful, knowledgeable and professional throughout the process. Their support was invaluable in getting everything over the line smoothly, and we genuinely appreciated their guidance at every stage"
Aris Group Ltd
Business Services
"This was an ambitious transaction, and the precision and pace required from everyone involved was significant. The Business Services team’s ability to navigate the financial and tax implications across multiple jurisdictions, and distil them into clear, confident conclusions, gave us the assurance we needed to back the deal"
Palatine
Wealth
"We have dealt with members of the Wealth Management team for over 20 years and have found them to be professional, trustworthy and go above and beyond to help. They offer a first class personalised service and we would highly recommend them."
E. Kenyon
Business Services
"Substantial tax savings made. My own accountant had no idea about Capital Allowances embedded in my holiday let but the tax team liaised with her and a satisfactory conclusion was made. Highly recommend."
L. Topham
Wealth
"I have had over 20 years of consistently excellent results and advice with this investment group. Highly recommended."
R. Webb
Business Services
"Executing multiple acquisitions simultaneously is rare for a reason, it’s no small feat. The team were instrumental in supporting this outcome, giving us honest commercial advice until completion. They weren’t just a due diligence provider; they were a genuine partner in making this happen."
Atombit
Wealth
"I am a Solicitor, recently retired from practice. I have always found Pareto and Stuart to be extremely helpful and knowledgeable, dealing with you and your clients as people rather than just names or numbers, always willing to go that extra mile, and to put clients at their ease. I have always much appreciated their helpful, tailored and friendly approach."
G. Wilson
Take the next step
If you are facing a significant decision or want to explore your options, we can help.
