The Company

Our clients are leading the creation of a multi-layer arrangement to acquire a global Financial Services firm as well as other IFAs both offshore and UK based. This global firm has a strong independent financial planning operation passported to give advice in 20 – 25 countries. There is an awareness that vast numbers of British Ex-Pats are returning home, and this is where they see a massive gap hence the interest in acquiring UK based firms.

Our clients are currently going through the process of acquiring a small shell IFA firm based in the UK which was introduced by us. Once this deal goes through, they are then able to complete on further acquisitions in the UK.

The firm have strong financials with funding in place from a multi-family office to support their goals of growing their FuM to £8bn / £10bn over the next 4 to 5 years.

Option – Sell and Stay

This is ideal if:

  • You are considering semi-retirement
  • You want to create a capital event with a highly competitive price for your business with ongoing remuneration for continuing to advise
  • You would like open architecture to allow your client to migrate on existing mandates where these best meet the clients’ needs


Competitive terms in line with market standards

Part-equity deals where a percentage of shares will be acquired with cash upfront and support the firms with further growth so that the remaining shares will be acquired at a premium on the seller’s full exit.


  • Independent Financial Advice
  • Open architecture to leave clients on existing mandates whilst new relationships are built with advisers
  • Deals are non-contingent to moving clients to in-house DFM / centralised investment proposition
  • Honour existing charging structures during the deferred buyout period
  • Happy with both share and asset purchases


  • Clean compliance record with no / few upheld complaints


Offshore and UK

Call us now on 0208 0044 162 or click Apply

Liability and Disclaimer

The information contained in our advert including any valuation calculations and percentage of up front and deferred payments are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert