Monthly Archives: January 2020


Local Leeds business seeking West Yorkshire IFA Acquisition

This local award-winning IFA based in Leeds with £30m of FuM is looking to continue their growth through acquiring clients from a retiring IFA Flexible exit strategy available for immediate retirement or deferred retirement Our client is open to exploring different timescales to fit with your ideal retirement date. Acquisition Deal Value Offering 3 to

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North East IFAs – local firm seeking client banks

As an IFA based in the North East, would you prefer upon retirement for your clients to be handed to a local Financial Advisor with offices in Newcastle City Centre and Gateshead? Sell and retire – acquisition option This option would suit Financial Advisors seeking retirement and would take comfort in 2 highly experienced IFAs

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Kent IFA Sellers wanted – sole IFA or IFA firm

Are you a Financial Advisor based in Kent and looking to retire? This existing, highly successful Financial Services firm are wanting to grow their wealth business through acquisitions. Sell and stay as a Financial Advisor – acquisition option This IFA Acquisition option is ideal for Financial Advisor seeking a capital event and remain a Financial

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IFA Business Owners sell your firm and leave a legacy beyond your retirement

Are you considering selling your IFA business / client bank and would like your business to have a legacy beyond your retirement? This would suit IFA business owners who would prefer their existing support staff to remain in place post sale. Sell my IFA business and retire after 12 months – acquisition deal option This

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City based IFA seeks client banks from retiring Financial Advisors

Are you a Financial Advisor looking to retire and want your city clients to be serviced by an IFA firm who mixes traditional old-fashioned personal service by listening to client needs and using advanced modelling software which formulate an appropriate strategy to meet their bespoke needs? Sell and retire – acquisition option This option would

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Southern based IFA looking to acquire IFA client banks and firms

Are you an IFA considering retirement and would like your clients to be handed over to a locally based Financial Advisor? This listed independent financial advice business offers a well established, tried and tested model; having successfully completed over 70 acquisition deals. Sell and remain a Financial Advisor – acquisition option If you are looking

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