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
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
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
12th November 2018 Advice firm consolidator AFH has passed £4.5bn in funds under management after a record 16 acquisitions over the last twelve months. In a trading update this morning, AFH said that for the 12 months to 31 October, revenue is expected to come in at £50m, up 49 per cent from £33.6m in 2017. This compares to an anticipate
Would you like to alleviate pressure by capitalising on a partial sale of your ‘B and/or C’ tier clients Our client proposition is specially designed to provide financial planning advice to the ‘middle market’ of UK retail clients; as such, they are very much interested in acquiring your ‘B and/or C’ c
If you are considering your retirement and would like to retire within the next 1 – 5 years, this deferred purchase could be an ideal option, by achieving a sale of up to 4 times your recurring income! From the outset, you will have a contract agreed setting out the terms of a practice buyout during the next 1 – 5 years; leav
Which consolidator has the winning model? 15 June 2018 As consolidators continue to acquire advice firms, analysts are assessing the financial position of key firms in the market to see how long the buying spree can continue. Aim-listed AFH continues to lead the way in volume of acquisitions, with 14 in the year to October 2017, its rece
Having managed to steer yourself through MIFID II, PRIIPS and GDPR, since the beginning of the year, you are probably feeling exhausted. Are you now ready to focus on your retirement / exit? Many people look forward to retirement and welcome it as a chance to do the things they have been dreaming about. For many there’s also the op
Every year you are facing new rules and regulations that must be met, in order to stay compliant. Meanwhile, you must fulfil RDR requirements of ensuring you meet your client servicing agreements. This juggling act is becoming more difficult for many Financial Advisers, which is why we are seeing an upsurge of IFAs approaching us to help
Acquisitions bring Aim listed planning firm’s profits ahead of expectations 16 November 2017 Aim listed financial planning and discretionary wealth management business Harwood Wealth Management Group has said it is on track to beat analyst forecasts of profitability this year. In a trading update this morning, the firm said that, after i
