Wales

Retirement options available in South Wales, London and along the M4 Corridor

Expanding Financial Planning firm created by 2 leading City Fund Managers seeking to acquire further IFA business / client banks in South Wales or London Options: Sell and retire immediately Sell and stay on post sale as an Employed Adviser with the Acquirer Acquisition Deal Value Competitive multiple of recurring income of between 3 and

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

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

Immediate or deferred acquisition for IFAs in South Wales

Are you a Financial Advisor based in South Wales (Newport to Swansea to Merthyr Tydfil) area looking to retire and want your clients to be serviced by an experienced local IFA who is passionate about growing his client bank to maintain a trusting long term relationship with your clients? The Acquirer With a career history spanning over 3

Large IFA firms with £100m+ AuA seeking a highly credible acquisition option

Does your IFA firm have £100m+ of AuA? If so, are you considering your future exit options and would like to merge with a privately owned, independent, Chartered Financial Planning firm? Acquisition option for IFA businesses holding significant AUA Our client is open to exploring the different acquisition options available and finding th

Local South Wales firm looking to acquire client banks

Are you looking for a small regional IFA firm offering coverage of the whole of South Wales from their office in Swansea to provide continuity of a local independent financial advice service to your clients on your retirement? The Acquirer Our client is a firm of directly authorised Independent Financial Advisers, based in Swansea Waterf

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