All posts by wp_1297


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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Local South Wales firm looking to acquire client banks

Are you looking for a small regional IFA firm offering coverage of the whole of South Wales from their office in Swansea to provide continuity of a local independent financial advice service to your clients on your retirement? The Acquirer Our client is a firm of directly authorised Independent Financial Advisers, based in Swansea Waterfront

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Local Yorkshire business seeking circa £15m FuM client bank

Are you looking for a North Yorkshire based IFA firm to acquire your clients and benefit from a smooth transition? The Acquirer This Independent Financial Advisory firm of nearly 20 years, is well established in the Yorkshire area. The two Directors comprise of a highly skilled Financial Adviser and a Paraplanner holding the Level 6

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Acquirer seeking IFA firm via Share Purchase

Are you seeking a share purchase of your IFA firm based in Northern England and potentially may have various business owners with different desired exit dates? The Acquirer This acquirer has over 30 years’ experience within financial services and has an established Independent Financial Planning firm based in Harrogate, North Yorkshire. As a forward-thinking firm,

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Do you have clients not on fee agreements?

Do you have 40 – 60 surplus clients with ideally £200k holdings or above, preferably on platform or suitable to moving to a platform? The Acquirer This directly authorised Independent Financial Advisory firm, with its head office in Leeds has a combined level of experience of over 80 years! They have successfully incorporated two previous

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How to value your IFA business?

In the myriad of options available to sell your IFA business – are you aware of the factors affecting the potential value? Size of your business? For small firms (i.e. sole traders or partnerships), you will generally be valued on a multiple of recurring income. For larger firms (whereby existing staff / IFAs will be included

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Seeking directly authorised IFA business to be acquired via share or asset purchase

This highly knowledgeable Chartered Financial Planner is looking to acquire a Directly Authorised IFA business through a share purchase or asset purchase The Acquirer This acquirer is a passionate individual who has amassed over 30 years financial services experience and developed highly technical knowledge having proudly maintained his Chartered Financial Planner status for over a

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Established Northern Ireland business looking to acquire

Are you a Financial Adviser looking for an acquisition exit strategy with a highly successful Chartered firm of IFA’s based in Northern Ireland? The Company Our client is based in Northern Ireland and has built a respected reputation as part of one of the UK’s largest independent, Chartered financial planning firms in the UK. Established

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Harwood WM has eight more acquisitions in its sights

23rd January 2019 Harwood Wealth Management is showing no signs of slowing its march down the acquisition trail after earmarking more than £4m for further acquisitions. Since its inception 14 years ago, Harwood has acquired some 70 businesses – with nine acquisitions in the last 12 months, including IFA firms Fund Management and Plan65 – and the consolidator has no

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Are you interested in 6 times recurring income?

Are you receiving annual recurring income in excess of £100,000 and looking for a a long-term payout option with enhanced value? Then, we could have the right option for you! Your clients will be incorporated into one of the UK’s largest Independent Financial Planning firms that holds their Chartered status. Importantly, they will be committed that client

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