All posts by wp_1297


Milton Keynes Chartered IFA firm has budget available to acquire IFA clients

Are you thinking about retiring within the next 12 months and wanting to sell to a reputable, longstanding Chartered IFA firm based in Milton Keynes with 30 years history? The Acquirer Our client is an established Chartered IFA firm of over 30 years, with their team comprising of 2 Financial Advisers, 2 Paraplanners and an

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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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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

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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

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