Monthly Archives: July 2017


IFA firm – become a partner of a Chartered IFA

Are you a Financial Planning firm looking to plan your retirement strategy within a highly respected Chartered IFA; whilst also having the opportunity to drive growth in your business? The Company This Chartered IFA firm has continued to grow profitably and is now highly respected as one of the largest Chartered Financial Planning firms in

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Secure a retirement plan within a Chartered IFA firm

Are you an individual Financial Adviser looking to plan your retirement strategy with a guaranteed 15-year annuity payout worth circa 6 times recurring income (and could be considerably more)? The Company – This Chartered IFA firm has continued to grow profitably and is now highly respected as one of the largest Chartered Financial Planning firms in

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Buy-out from local Surrey based firm

Are you a Financial Adviser or firm looking to retire or exit from the Financial Services industry? The Company – This long-established Wealth Management firm has a client list of over 10,000, with access to both independent and multi-tied propositions. They have developed assets under management of over £250m+ and sums assured of over £500m. This

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IFA firm buy-out

Are you an IFA firm with minimum £100 million of Funds under Management with at least 4 RI’s, looking to sell your business, but stay on for a period of 3 years to transition and grow the business before retirement or exit from the Financial Services industry? The Company – Our client company is financially strong

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Deferred Buy-out

Are you a Financial Adviser looking to retire in the near future and want to secure an exit strategy now? The Company – Our client company is a leading IFA and Discretionary Wealth Management firm, established in 1990 and is a public quoted company. They have circa 160 IFA’s fully supported by over 250 support staff

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Early Capital Event – Sell & Stay

Are you a Financial Adviser with a high net worth client bank looking to receive a capital event for your business and stay advising your clients on an employed basis? The Company – Our client company is financially strong with a ‘plc’ parent who is a leading name in the world of financial services. This national

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Retiring IFA – Immediate Buy-out

Are you a Financial Adviser looking to retire or exit from the Financial Services industry? The Company – Our client company is a leading IFA and Discretionary Wealth Management firm, established in 1990 and is a public quoted company. They have circa 160 IFA’s fully supported by over 250 support staff in its centrally based administration

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Retiring Advisers – Sell & Go

Are you a Financial Adviser looking to retire or exit from the Financial Services industry? The Company – Our client company is financially strong with a ‘plc’ parent who is a leading name in the world of financial services. This national advice business is seeking to grow its UK footprint by acquiring IFA client banks and

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