London

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

Immediate exit route achieving typically 3.5x

  Are you a current Financial Adviser weighing up your exit strategies and would like an established advisory firm, with local Advisers to provide you with a competitive capital event for your client bank? The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread acr

Segment your clients through a partial-sale

The Company Our client company have a team of highly trained, centrally based, FCA regulated financial advisers, advising a broad range of clients with differing needs, circumstances and goal. They have gradually evolved by acquiring IFA businesses and developing the requisite base to provide a highly competent and affordable financial p

City of London Wealth Manager open to acquiring

  Are you looking to handover your clients through a structured process to a Wealth Management firm based in the City of London? The Company 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

Become a Partner firm within a growing IFA Group

Are you a Financial Adviser looking ahead and want to de-risk your exit strategy by becoming a Partner of a growing IFA group (whilst retaining control of your own business) and ability to exercise the full buy-out when you are ready? The Company – This independent financial advice group has grown significantly since its inception in 201

City professional wealth advice firm

Do you have a HNW client bank of City professionals and want a specialist in this arena to continue providing expert advice? The Company – Our client is a high performing wealth management business based in the City of London, whose principal has consistently been awarded as one of the top Advisers for initial advice fees within on

Professional North East London based IFA

Are you a Financial Adviser looking to retire and want a professional IFA based in North East London to takeover the servicing of your clients? The Company – Our client is highly professional with broad knowledge of investments, pensions and trusts with experience of looking after high net worth clients. Living in North East London

Award-winning Mortgage Network

Are you a mortgage brokerage looking to exit the industry and leave your business in an excellent position? The Company – Our client is a leading mortgage network as well as one of the most recognised intermediary consumer brands, particularly in the independent estate agency sector for mortgage advice, winning over 70 national awards fo