South East

IFA retirement options available in the South of England with no minimum FuM

Are you a Financial Advisor or Advisory firm in the South of England seeking an exit from financial services with no minimum FuM and deal sizes up to £10m consideration? Options: Sell and retire Sell and stay Acquisition Deal Value Competitive multiple of recurring income generally between 3.3 and 3.8 times with a payment structure of 50

IFA Acquisition in the South of England – sell and retire

Are you a Financial Advisor or owner of a financial advice firm based in Wessex or the Home Counties area seeking an exit from financial services and wanting your clients to be looked after by a long-established Chartered Wealth business? Options: Sell and retire Acquisition Deal Value Competitive multiple of recurring income of between

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

Milton Keynes Chartered IFA firm has budget available to acquire IFA clients

Are you thinking about retiring within the next 12 months and wanting to sell to a reputable, longstanding Chartered IFA firm based in Milton Keynes with 30 years history? The Acquirer Our client is an established Chartered IFA firm of over 30 years, with their team comprising of 2 Financial Advisers, 2 Paraplanners and an Administrator.

Tunbridge Wells based firm looking to acquire clients

Are you a Financial Advisor based near Royal Tunbridge Wells looking to retire and sell your client bank to a long established financial advisory business? The Company With a career history spanning over 35 years in financial services and setting up his own a financial advisory business over 30 years ago serving Business Owners and Priva

Crawley IFA seeking to acquire full or part client bank

Are you a Financial Advisor based near Crawley, looking to retire and sell your entire client bank or want to segment your client bank by selling off surplus 50 – 100 clients to a Chartered IFA? The Acquiring Company With a career history spanning over 20 years in financial services and setting up his own directly authorised IFA bu