Monthly Archives: September 2017


Marlow based Chartered IFA firm

Would you like a local Chartered Financial Planning firm based in Marlow, Bucks to takeover the servicing of your clients? The Company – Our client is a firm of Chartered Financial Planners based in Marlow, Buckinghamshire with a growing presence in southern England. The firm was founded by a group of experienced financial planning professionals with

<< Back Read more >>


South West based Chartered IFA firm

Would you like a local Chartered IFA firm based in the South West to takeover the servicing of your clients? The Company – Our client company is a leading Chartered IFA firm, directly authorised with the FCA and based in Plymouth. They have 10 IFA’s operating across the South West with a large client bank across

<< Back Read more >>


City professional wealth advice firm

Do you have a HNW client bank of City professionals and want a specialist in this arena to continue providing expert advice? The Company – Our client is a high performing wealth management business based in the City of London, whose principal has consistently been awarded as one of the top Advisers for initial advice fees

<< Back Read more >>


AFH buys pair of West Midlands IFAs for up to £1.4m

AFH buys pair of West Midlands IFAs for up to £1.4m FUM boosted by £50m 01 August 2017 AFH has completed the acquisition of the assets of Arden Financial Consultants and the share capital of Martin Cooper Wealth Management, both based in the West Midlands, for a combined maximum price of £1.4m The deals see

<< Back Read more >>


Old Mutual Wealth adds £205m adviser to national firm

      OMW adds £205m adviser to national firm           01 September 2017 Old Mutual Wealth’s (OMW) national advice firm OMW Private Client Advisers has acquired Cumbria-based financial planning firm Dodd Murray, adding £205m of assets to its books. The deal will see three of Dodd Murray’s advisers join the business,

<< Back Read more >>


Fairstone adds two more advice firms to group

Fairstone adds two more advice firms to group More than £100m AUM added 03 July 2017                                             Fairstone has added two more advice firms to the group, bringing a total of 17 new advisers and

<< Back Read more >>


Tunbridge Wells based advisory firm

Long-established advisory firm serving business owners and private clients in London and the South East The Company – Our client company is a long established financial advisory business of over 30 years, serving Business Owners and Private Clients in London and the South East. Their head office is based near Tunbridge Wells. The firm provides

<< Back Read more >>


West Sussex based IFA

Would you like a well-established West Sussex based IFA firm to takeover the servicing of your clients? The Company – The company’s head office is based in Hailsham, West Sussex with 6 IFA’s and 5 Mortgage Brokers located in the South East (Sussex, Hampshire, Surrey and Kent). They have 4 in their support team and

<< Back Read more >>


Professional North East London based IFA

Are you a Financial Adviser looking to retire and want a professional IFA based in North East London to takeover the servicing of your clients? The Company – Our client is highly professional with broad knowledge of investments, pensions and trusts with experience of looking after high net worth clients. Living in North East London

<< Back Read more >>


Long-established Wealth Management firm

Are you a Financial Adviser looking to retire and want a long-established Wealth Management operating in Northern England and North Wales to takeover your clients? The Company – Our client is a long-established wealth management firm of 19 years whom has developed a loyal HNW client bank across Northern England and North Wales to provide

<< Back Read more >>