London

Retirement options available in South Wales, London and along the M4 Corridor

Expanding Financial Planning firm created by 2 leading City Fund Managers seeking to acquire further IFA business / client banks in South Wales or London Options: Sell and retire immediately Sell and stay on post sale as an Employed Adviser with the Acquirer Acquisition Deal Value Competitive multiple of recurring income of between 3 and

IFA retirement – sell and go in Hertfordshire, Essex or North London

Are you a Financial Advisor based near Borehamwood (Herts, Essex or North London) with £10m to £15m FuM seeking to retire and sell your client bank to a local Chartered Financial Planner? Options: Sell and retire (be involved with a smooth handover of clients) Acquisition Deal Value Competitive multiple of recurring income of between 3 a

Award winning IFA looking to acquire IFA firm

Are you a sizeable IFA firm with £90m to £500m and seeking an exit to a highly profitable privately owned niche wealth management firm whose Award-winning Multi-Asset Funds are ranked in the top 10 funds in their respective peer groups? Exit Option: Sell where the vendor stays on post sale as an Employed Adviser with the Acquirer for 24

IFA retirement in London & South East – Sell and retire

Are you a London or South East based Financial Advisor(s) based within 30 miles of Golders Green looking to retire and want your clients to be serviced by a highly regarded Chartered Wealth Managers which has been established for 20 years? Sell and retire – acquisition option This option would suit Financial Advisors considering re

Flexible IFA retirement options including an equity stake

Are you a Financial Advisor seeking an exit from financial services with up to £100m of Funds under Management with the added option available of retaining an equity stake in your business and retaining own branding style, whilst continuing to drive growth which you will benefit from any uplifts when valuing the sale of the remaining equ

Medium and large IFA firms to be acquired

Do you want to be acquired by an IFA firm that has the true desire to successfully embed your business and make it a success, rather than consolidating the clients? Options: Sell and retire immediately Sell with stay on post sale as Employed Financial Advisers Provide your business with the capital required to take it to the next level v

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 core philosophy of putt

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 is to acquir

Sell and stay on employed with Chartered IFA

Are you a Financial Adviser or firm based in London or South East (south of the River Thames) looking to retire or exit from the Financial Services industry? The Company This family run Chartered IFA with offices in London’s Financial District and Borough of Bromley is seeking to acquire a couple of firms with circa £20m (or higher

London based Chartered Financial Advisor looking to acquire

Are you a Financial Advisor looking to retire and want your clients to be serviced by a reputable Chartered Wealth Advisor whose office is based in Lombard Street and lives in North London, and someone who has a genuine care for client value and strong long-term relationships who is building his client bank through acquisition of small r