Monthly Archives: May 2020


Small IFA client bank desired in Woodford Green

Are you a Financial Advisor with a small client bank based within 25-mile radius of Woodford Green, Essex looking to retire and want your clients to be serviced by a local Independent Financial Advisor? The Company With a career history spanning 38 years, of which our client gained a number of years’ experience as a

<< Back Read more >>


IFA seeking clients in Devon and Cornwall

Are you a Financial Advisor based in Devon or Cornwall (from Okehampton to Falmouth) looking to retire and want your clients to be serviced by a local Independent Financial Advisor? The Company With a career history spanning over 20 years as a Financial Advisor and the last 10 years having established her own business our

<< Back Read more >>


Retirement option for IFAs in South Coast area

Are you a Financial Advisor based along the South Coast / South Downs looking to retire or exit from the Financial Services industry? The Acquiring Company Over 20 years anniversary of establishment, this firm of Independent Financial Advisors is a friendly yet highly professional team. The team consist of 10 IFAs and 11 support staff.

<< Back Read more >>


Small IFA client bank desired in Guildford

Are you a Financial Adviser with 40 – 60 clients based around Guildford looking to retire and want your clients to be serviced by a local Chartered Independent Financial Adviser? The Company With a career history spanning 32 years at NatWest with the last 16 years as a Private Investment Manager / Financial Adviser before

<< Back Read more >>


Cornish based IFA looking to acquire client banks

Are you a Cornish Financial Advisor or IFA firm looking to retire or exit from the Financial Services industry? The Acquiring Company This Truro based professional independent financial advice firm is led by an award winning Chartered Financial Planner with over 30 years’ experience who helps their clients achieve their life goals, regardless of size

<< Back Read more >>


Flexible acquisition option for sole IFAs or IFA firms

Are you a Financial Advice firm in Bristol or within our client’s footprint of Birmingham to Southampton wanting to sell to a firm that have grown both organically and through six acquisitions of other firms to date? The Acquiring Company Established 28 years ago, this financial advice business offers a well-established, tried and tested model that

<< Back Read more >>


Flexible exit strategy option for Yorkshire IFAs or IFA firms

Are you a Financial Adviser or firm based in Yorkshire, along M62 Corridor or M1 Corridor to Nottingham / Derby looking to retire or exit from the Financial Services industry? The Company This wealth business has restricted and fully independent arms. The group has funds under management of £600m with a turnover of £3.5m with

<< Back Read more >>


Immediate or deferred acquisition for IFAs in South Wales

Are you a Financial Advisor based in South Wales (Newport to Swansea to Merthyr Tydfil) area looking to retire and want your clients to be serviced by an experienced local IFA who is passionate about growing his client bank to maintain a trusting long term relationship with your clients? The Acquirer With a career history

<< Back Read more >>


Looking to acquire client bank within Harrogate area

Are you a Financial Advisor based in North Yorkshire / North East looking to retire and want your clients to be serviced by an experienced and knowledgeable leader in Financial Services who has returned to advising and is seeking to grow his own sole Adviser IFA firm in North Yorkshire and 50 mile surrounding area

<< Back Read more >>


IFA firm acquisition in East Anglia (Advisers and staff remain post sale)

A Chartered Accountancy firm with 6 Offices across East Anglia has a substantial budget available to acquire local Independent Financial Advice firm(s) to create a financial planning division? The Acquirer This regional firm of Chartered Accountants has a heritage spanning 50 years and serves over 5,000 business clients. With a team of c50 Accountants and

<< Back Read more >>