Scotland

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

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

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

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

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