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

Large IFA firms with £100m+ AuA seeking a highly credible acquisition option

Does your IFA firm have £100m+ of AuA? If so, are you considering your future exit options and would like to merge with a privately owned, independent, Chartered Financial Planning firm? Acquisition option for IFA businesses holding significant AUA Our client is open to exploring the different acquisition options available and finding th

IFA Business Owners sell your firm and leave a legacy beyond your retirement

Are you considering selling your IFA business / client bank and would like your business to have a legacy beyond your retirement? This would suit IFA business owners who would prefer their existing support staff to remain in place post sale. Sell my IFA business and retire after 12 months – acquisition deal option This acquisition

City based IFA seeks client banks from retiring Financial Advisors

Are you a Financial Advisor looking to retire and want your city clients to be serviced by an IFA firm who mixes traditional old-fashioned personal service by listening to client needs and using advanced modelling software which formulate an appropriate strategy to meet their bespoke needs? Sell and retire – acquisition option This

Southern based IFA looking to acquire IFA client banks and firms

Are you an IFA considering retirement and would like your clients to be handed over to a locally based Financial Advisor? This listed independent financial advice business offers a well established, tried and tested model; having successfully completed over 70 acquisition deals. Sell and remain a Financial Advisor – acquisition opt

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. Sinc

Partial Sale of your lower clients help alleviate pressure

Are you a current Financial Adviser looking to alleviate pressure by segmenting your clients and selling your lower tiers, which will help you to achieve semi-retirement or focus on growing your high value clients? The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread