How Professional Indemnity is affecting the acquisitions market

  Professional Indemnity (or PI) is a hot topic. Reaching a 9 year high in Google searches this month and has been on the rise throughout articles in the Financial Services press. So why is Professional Indemnity becoming more worrying for Financial Advisers? In this blog, we’ll state some key facts on PI trends and

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Covid-19 fails to reduce IFA Acquisition values

Enquiries from buyers and sellers increased throughout this period and deals continue to complete as planned. Key reasons for this optimism are attributed to: Funds under Management and recurring income have generally returned to values seen at the beginning of the year The coronavirus pandemic has largely not reduced the acquisition purchase price we have been able to

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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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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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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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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 business; with no impact on

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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 Client Advisers. David Irving,  Charles

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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 / exit strategy can take time and needs to

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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 cent from £33.6m in 2017.

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