Dawn Walker-Bennett joins the team!

Former Head of Business Development for AFH Wealth Management, Dawn Walker-Bennett has joined specialist firm, IFA Acquisitions, the business broker division of one of the UK’s largest specialist recruitment agencies, Premier Jobs UK. Dawn Walker-Bennett will join the team from AFH, where she worked for nearly eleven years over two perio

2021 – Is this the start of a new chapter?

We are sure that you will agree that the last 12 months have been challenging, whether it be through the strains and difficulties created by Covid-19 or the constant change by the regulator and the imposition of increased costs? Covid has made us more aware of our personal wealth and well-being and has made us realise even more that “lif

An Interview with Paul Platten

Having been Head of Business Development for the last 5 years, Paul Platten has led the business to being its busiest since inception, but how much do you know about the man behind the action? Here’s your exclusive insight into Paul Platten What is your experience in Financial Services? With over 40 years experience within Financia

AFH makes another buy with Warwickshire IFA

By Justin Cash 4th November 2019 Consolidator AFH has made its latest acquisition with the buyout of Warwickshire-based advice firm Groom Associates. FCA Register and Companies House records indicate the firm has two advisers – William Groom and Annabelle Duncan. AFH says the pair will retire once the acquisition completes, meaning that

How to value your IFA business?

In the myriad of options available to sell your IFA business – are you aware of the factors affecting the potential value? Size of your business? For small firms (i.e. sole traders or partnerships), you will generally be valued on a multiple of recurring income. For larger firms (whereby existing staff / IFAs will be included withi

Harwood WM has eight more acquisitions in its sights

23rd January 2019 Harwood Wealth Management is showing no signs of slowing its march down the acquisition trail after earmarking more than £4m for further acquisitions. Since its inception 14 years ago, Harwood has acquired some 70 businesses – with nine acquisitions in the last 12 months, including IFA firms Fund Management and Pl

Are you interested in 6 times recurring income?

Are you receiving annual recurring income in excess of £100,000 and looking for a a long-term payout option with enhanced value? Then, we could have the right option for you! Your clients will be incorporated into one of the UK’s largest Independent Financial Planning firms that holds their Chartered status. Importantly, they will

Would you like a consideration price of 9 times normalised profit?

Is your turnover £0.5m or above and have the capacity / intent to grow? Then, continue reading! Our client is one of UK’s largest firms of Chartered IFAs that is looking to partner with successful businesses. They offer a tax efficient acquisition strategy which allows you to sell and stay within the business; with no impact on you

Quilter acquires three more advice firms

29th November 2018 Quilter Private Client Advisers has acquired another three financial planning firms as it continues to expand. Eastgate Financial Management, Holdaway Johnson, and Clive C Aitkenhead Financial Consultant, based in Cheltenham, Surrey and Blackburn respectively, will all join the Quilter advice business formerly known as

Obtain your free, bespoke exit strategy

What sets us apart from other Acquisition Brokers? We understand IFAs can become flooded with communication from Acquisition Brokers offering to sell your client bank, often using a scattergun approach by sending your confidential business details to many parties! At IFA Acquisitions Ltd, we work differently. We understand IFA businesses

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