Monthly Archives: July 2019


Local North East IFA firm looking to acquire small client bank

This local IFA firm is looking to acquire a small client bank within the North East area The Acquirer Our client is an experienced Financial Adviser who has won awards throughout his career, before setting up his own directly authorized, local IFA firm in Stockton-on-tees. In 2015, he successfully went through the process of acquiring

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Sell and Go – Regional Chartered IFA firm

Are you looking for a regional IFA firm that is experienced in providing smooth acquisitions with minimal disruption to clients? The Acquirer This regional Chartered Independent Financial Advisory firm has four offices in South Yorkshire and East Midlands and focuses on providing bespoke financial planning to their personal and corporate clients. They have steadily continued

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Sell and Go – with Ambassador role available through a respected acquirer

Are you looking for a long established holistic IFA firm based in the City of London to acquire your clients and having payment terms within 19 months? The Acquirer This holistic independent financial advisory firm truly believes in supporting their clients through providing impartial advice on their full financial planning affairs. Since establishing nearly 25

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Local South Wales firm looking to acquire client banks

Are you looking for a small regional IFA firm offering coverage of the whole of South Wales from their office in Swansea to provide continuity of a local independent financial advice service to your clients on your retirement? The Acquirer Our client is a firm of directly authorised Independent Financial Advisers, based in Swansea Waterfront

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Local Yorkshire business seeking circa £15m FuM client bank

Are you looking for a North Yorkshire based IFA firm to acquire your clients and benefit from a smooth transition? The Acquirer This Independent Financial Advisory firm of nearly 20 years, is well established in the Yorkshire area. The two Directors comprise of a highly skilled Financial Adviser and a Paraplanner holding the Level 6

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Acquirer seeking IFA firm via Share Purchase

Are you seeking a share purchase of your IFA firm based in Northern England and potentially may have various business owners with different desired exit dates? The Acquirer This acquirer has over 30 years’ experience within financial services and has an established Independent Financial Planning firm based in Harrogate, North Yorkshire. As a forward-thinking firm,

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Do you have clients not on fee agreements?

Do you have 40 – 60 surplus clients with ideally £200k holdings or above, preferably on platform or suitable to moving to a platform? The Acquirer This directly authorised Independent Financial Advisory firm, with its head office in Leeds has a combined level of experience of over 80 years! They have successfully incorporated two previous

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