All posts by wp_1297


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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AFH makes another buy with Warwickshire IFA

By Justin Cash 4th November 2019 Consolidator AFH has made its latest acquisition with the buyout of Warwickshire-based advice firm Groom Associates. FCA Register and Companies House records indicate the firm has two advisers – William Groom and Annabelle Duncan. AFH says the pair will retire once the acquisition completes, meaning that all current Groom Associates clients will

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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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