2021 – Is this the start of a new chapter?

We are sure that you will agree that the last 12 months have been challenging, whether it be through the strains and difficulties created by Covid-19 or the constant change by the regulator and the imposition of increased costs? Covid has made us more aware of our personal wealth and…

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An Interview with Paul Platten

Having been Head of Business Development for the last 5 years, Paul Platten has led the business to being its busiest since inception, but how much do you know about the man behind the action? Here's your exclusive insight into Paul Platten What is your experience in Financial Services? With…

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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…

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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…

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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 -…

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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.…

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Would you like a consideration price of 9 times normalised profit?

Is your turnover £0.5m or above and have the capacity / intent to grow? Then, continue reading! Our client is one of UK's largest firms of Chartered IFAs that is looking to partner with successful businesses. They offer a tax efficient acquisition strategy which allows you to sell and stay within the…

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Quilter acquires three more advice firms

29th November 2018 Quilter Private Client Advisers has acquired another three financial planning firms as it continues to expand. Eastgate Financial Management, Holdaway Johnson, and Clive C Aitkenhead Financial Consultant, based in Cheltenham, Surrey and Blackburn respectively, will all join the Quilter advice business formerly known as Old Mutual Wealth Private…

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Obtain your free, bespoke exit strategy

What sets us apart from other Acquisition Brokers? We understand IFAs can become flooded with communication from Acquisition Brokers offering to sell your client bank, often using a scattergun approach by sending your confidential business details to many parties! At IFA Acquisitions Ltd, we work differently. We understand IFA businesses and arranging your retirement plan /…

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Acquisitions boost AFH revenues by 50%

12th November 2018 Advice firm consolidator AFH has passed £4.5bn in funds under management after a record 16 acquisitions over the last twelve months. In a trading update this morning, AFH said that for the 12 months to 31 October, revenue is expected to come in at £50m, up 49 per…

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Could you benefit from a capital event by streamlining your business?

Would you like to alleviate pressure by capitalising on a partial sale of your 'B and/or C' tier clients Our client proposition is specially designed to provide financial planning advice to the 'middle market' of UK retail clients; as such, they are very much interested in acquiring your 'B and/or C'…

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Would you like to be aware of opportunities available for your exit strategy?

If you are considering your retirement and would like to retire within the next 1 - 5 years, this deferred purchase could be an ideal option, by achieving a sale of up to 4 times your recurring income! From the outset, you will have a contract agreed setting out the terms…

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Consolidator performance – which models work?

Which consolidator has the winning model? 15 June 2018 As consolidators continue to acquire advice firms, analysts are assessing the financial position of key firms in the market to see how long the buying spree can continue. Aim-listed AFH continues to lead the way in volume of acquisitions, with 14…

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Is it time you planned your financial future?

Having managed to steer yourself through MIFID II, PRIIPS and GDPR, since the beginning of the year, you are probably feeling exhausted. Are you now ready to focus on your retirement / exit? Many people look forward to retirement and welcome it as a chance to do the things they…

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An upsurge of IFAs are now attracted to taking retirement

Every year you are facing new rules and regulations that must be met, in order to stay compliant. Meanwhile, you must fulfil RDR requirements of ensuring you meet your client servicing agreements. This juggling act is becoming more difficult for many Financial Advisers, which is why we are seeing an upsurge…

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Aim listed planners’ on track to beat forecasts

Acquisitions bring Aim listed planning firm’s profits ahead of expectations 16 November 2017 Aim listed financial planning and discretionary wealth management business Harwood Wealth Management Group has said it is on track to beat analyst forecasts of profitability this year. In a trading update this morning, the firm said that, after its…

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Are you looking to grow to maximise the potential value of your IFA business?

Many forward thinking IFA businesses are keen to grow, but don't have the capital, tools or resources to acquire other IFA businesses and recruit new advisers. The pension and investment market is buoyant and when you consider that there is around £1 trillion of capital held with UK consumers aged…

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7 things your clients need to hear you say…

Will my clients move to a new IFA firm and sign their new client fee agreement when I retire / sell my business? Clients that have trusted your advice will generally trust your recommendation of why you have chosen the firm that is taking over your client bank. Clients tend…

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When is the right time to start planning your exit strategy?

Many IFA’s are nearing retirement and are facing the dilemma of when they choose to sell their business. The high FTSE index is likely to have grown your Funds under Management to record highs and this is going to have improved the valuation of your business through the measurement of…

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AFH buys pair of West Midlands IFAs for up to £1.4m

AFH buys pair of West Midlands IFAs for up to £1.4m FUM boosted by £50m 01 August 2017 AFH has completed the acquisition of the assets of Arden Financial Consultants and the share capital of Martin Cooper Wealth Management, both based in the West Midlands, for a combined maximum price…

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Old Mutual Wealth adds £205m adviser to national firm

OMW adds £205m adviser to national firm 01 September 2017 Old Mutual Wealth's (OMW) national advice firm OMW Private Client Advisers has acquired Cumbria-based financial planning firm Dodd Murray, adding £205m of assets to its books. The deal will see three of Dodd Murray's advisers join the business, as well as…

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Fairstone adds two more advice firms to group

Fairstone adds two more advice firms to group More than £100m AUM added 03 July 2017                                             Fairstone has added two more advice firms to the group, bringing a total…

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Do one-man band IFAs have a future?

By Justin Cash 29th August 2017 Do one-man band IFAs have a future? What happens if my adviser falls ill? It is a question that a prospective client may rarely ask, but one that seems perfectly valid for a one-person firm. What if you go on holiday and I’ve got…

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Acquisitions – Useful information

How to value IFA Businesses There are different methods used to value IFA businesses. The different types are detailed below: Multiple of recurring income streams. Typical valuation of '3 x trail' (i.e. buying some of the assets from a company but not the legal entity itself). Generally this will be…

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We will be continuously adding more useful information to help you with the buying and selling of IFA businesses. Subscribe to receive our Newsletters by completing your name and email address in the boxes below.

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FCA Supervision review – Acquiring clients from other firms Feb 2017:

FCA supervision-review-report-acquiring-clients-other-firms Feb 2017

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