South West

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

Mortgage Adviser acquisition within 80 miles of Bristol

Are you a Mortgage Adviser or a small mortgage advice firm based near Bristol or Cheltenham considering retirement and wanting to sell your client bank or business?  Option – Sell and retire  Acquisition Deal Value:  Generally, 1 to 1 ½ times EBITDA This is ideal for Mortgage Advisors where: You are based in Bristol, Bath, Cheltenham or

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

Flexible IFA retirement options within 80 miles of Bristol

Are you a Financial Advisor in Bristol / Cheltenham or within 80 miles radius along the M4 / M5 Corridors seeking retirement and wanting to sell your business to a growing wealth business? Options: Sell and retire immediately Sell and stay on post sale Acquisition Deal Value Competitive multiple of recurring income of between 3 and 4 tim

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

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

Wiltshire based IFA looking to acquire small client bank

Are you a Financial Advisor based in Wiltshire, Hampshire, Berkshire, Dorset, Somerset or along the M4 Corridor looking to retire and want your clients to be serviced by a local Independent Financial Adviser? The Company With a career history spanning c9 years in financial services and the last 3 as an Independent Financial Advisor, our

Immediate or deferred retirement for South West based IFAs

Are you a Financial Advisor based in Devon, Cornwall or Somerset looking to retire or exit from the Financial Services industry? The Acquirer This directly authorised IFA business was established in 2007; with its head office in Plymouth and a team of 11 IFAs (3 of which are Chartered plus others working towards) and 1 Mortgage Advisor,

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