We are excited to announce a new weekly series coming to the IFA Acquisitions YouTube channel, in collaboration with prestigious UK law firm Herrington Carmichael. Join Gary Venner, Managing Director of IFA Acquisitions and Alex Canham, Partner at Herrington Carmichael every Monday at 3 pm for a new informative video, covering topics rel
Once you have successfully valued your IFA business the next step is to understand how to go about selling your IFA business. In this blog, hopefully, we will answer most questions you may have regarding how to sell your IFA business. Why is it important to know how to sell your IFA business? Most Financial Advisors have spent the
Before you can think about retirement, you first need to get a good understanding of how the acquisitions process works. A good first step is to understand how to value your own IFA business and how Acquirers are likely to assess what your business is worth to them. In this blog, we will aim to inform you on how to navigate through the m
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
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
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
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
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
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 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
