London

Retiring IFA – specialist Pension advisory firm

Are you a Financial Adviser or firm looking to retire or exit from the Financial Services industry and leave your clients with a specialist Independent Wealth Management, Pension Advisory and leading Employee Benefits Consultancy firm? The Company – This Independent Financial Advisory firm has been specialising in providing pension

Specialist HNW IFA network

Are you a Financial Adviser looking to retire and want your clients to be serviced by a specialist HNW advising IFA firm? The Company – Our client company are an award-winning business that offers an exclusive network for high calibre IFA’s and have currently grown a strong national footprint with over 100 IFA’s as Appointed Repres

IFA firm – become a partner of a Chartered IFA

Are you a Financial Planning firm looking to plan your retirement strategy within a highly respected Chartered IFA; whilst also having the opportunity to drive growth in your business? The Company This Chartered IFA firm has continued to grow profitably and is now highly respected as one of the largest Chartered Financial Planning firms

Secure a retirement plan within a Chartered IFA firm

Are you an individual Financial Adviser looking to plan your retirement strategy with a guaranteed 15-year annuity payout worth circa 6 times recurring income (and could be considerably more)? The Company – This Chartered IFA firm has continued to grow profitably and is now highly respected as one of the largest Chartered Financial

Buy-out from local Surrey based firm

Are you a Financial Adviser or firm looking to retire or exit from the Financial Services industry? The Company – This long-established Wealth Management firm has a client list of over 10,000, with access to both independent and multi-tied propositions. They have developed assets under management of over £250m+ and sums assured of

IFA firm buy-out

Are you an IFA firm with minimum £100 million of Funds under Management with at least 4 RI’s, looking to sell your business, but stay on for a period of 3 years to transition and grow the business before retirement or exit from the Financial Services industry? The Company – Our client company is financially strong with a ‘plc’ pare

Deferred Buy-out

Are you a Financial Adviser looking to retire in the near future and want to secure an exit strategy now? The Company – Our client company is a leading IFA and Discretionary Wealth Management firm, established in 1990 and is a public quoted company. They have circa 160 IFA’s fully supported by over 250 support staff in its centrall

Early Capital Event – Sell & Stay

Are you a Financial Adviser with a high net worth client bank looking to receive a capital event for your business and stay advising your clients on an employed basis? The Company – Our client company is financially strong with a ‘plc’ parent who is a leading name in the world of financial services. This national advice business is

Retiring IFA – Immediate Buy-out

Are you a Financial Adviser looking to retire or exit from the Financial Services industry? The Company – Our client company is a leading IFA and Discretionary Wealth Management firm, established in 1990 and is a public quoted company. They have circa 160 IFA’s fully supported by over 250 support staff in its centrally based admini

Retiring Advisers – Sell & Go

Are you a Financial Adviser looking to retire or exit from the Financial Services industry? The Company – Our client company is financially strong with a ‘plc’ parent who is a leading name in the world of financial services. This national advice business is seeking to grow its UK footprint by acquiring IFA client banks and business