WE WORK WITH ACQUIRERS OF ALL SIZES

Our acquiring clients include all shapes and sizes, from Multi-Nationals and FTSE organisations through to SME’s and sole traders; all our clients receive the same high level of respect and service

INDUSTRY EXPERIENCED PROFESSIONALS

Benefit from our Consultants’ years of industry experience running Financial Advice businesses and their expert knowledge of the IFA Acquisitions marketplace. We always provide a bespoke service to meet your needs.

COMPETITIVE TERMS OF BUSINESS

Our fee is only payable on the successful completion on an acquisition deal. Our Acquirer’s Agreement includes non-disclosure confidentiality clauses to protect our selling IFAs. This will be forwarded to you for your signature and return to signify your acceptance of our competitive terms.

We assess and match IFA businesses across multiple factors including:

  • Geographical location
  • Level of recurring income and funds under management
  • Matching similar investment proposition, Adviser charges and client servicing styles
  • Vendor involvement post sale
  • Meeting your budget for funded upfront payments
  • Synergy of aspirations, cultures and values

We regularly receive positive feedback for our comprehensive and professional approach.

Call Us: 0208 0044 162