Monthly Archives: July 2020


Wiltshire based IFA looking to acquire small client bank

Are you a Financial Advisor based in Wiltshire, Hampshire, Berkshire, Dorset, Somerset or along the M4 Corridor looking to retire and want your clients to be serviced by a local Independent Financial Adviser? The Company With a career history spanning c9 years in financial services and the last 3 as an Independent Financial Advisor, our

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Tunbridge Wells based firm looking to acquire clients

Are you a Financial Advisor based near Royal Tunbridge Wells looking to retire and sell your client bank to a long established financial advisory business? The Company With a career history spanning over 35 years in financial services and setting up his own a financial advisory business over 30 years ago serving Business Owners and

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Immediate or deferred retirement for South West based IFAs

Are you a Financial Advisor based in Devon, Cornwall or Somerset looking to retire or exit from the Financial Services industry? The Acquirer This directly authorised IFA business was established in 2007; with its head office in Plymouth and a team of 11 IFAs (3 of which are Chartered plus others working towards) and 1

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Crawley IFA seeking to acquire full or part client bank

Are you a Financial Advisor based near Crawley, looking to retire and sell your entire client bank or want to segment your client bank by selling off surplus 50 – 100 clients to a Chartered IFA? The Acquiring Company With a career history spanning over 20 years in financial services and setting up his own

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Acquisition option for IFAs with city professional client banks

Are you looking to handover your clients through a structured process to a Wealth Management firm based in the City of London? The Acquirer Our client is a Wealth Management business based in the City of London, that has developed a strong team of 60, combined of Wealth Planners and effective support staff. With a

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Looking to establish hub and spoke acquisition model to achieve £1bn FuM

Are you a large IFA firm with significant Funds under Management seeking buyout terms of 7 to 8 times EBITDA? Our newly formed client’s goal Our client, whose board consists of leading industry names is seeking to establish a Hub and Spoke IFA acquisition model to achieve £1bn of Funds under Management. Their short-term goal

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Privately owned Lancashire based IFA firm seeking growth through acquisitions

Are you a Financial Advisor based in the North West who is looking to retire and want your clients to be serviced by a well-respected privately owned 100% unbiased IFA firm who mixes traditional old-fashioned simplified advice with a strong moral code and ethics? Sell and retire – acquisition option This option would suit Financial

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