Are you a directly authorised financial advice business with £25m to £50m of FuM looking to create a capital event but stay on post sale? The Company Our client is a newly established financial technology firm with their own investment platform. Backed by a Venture Capital firm, they have funding secured to achieve their ambitious growth
Are you a Retiring Financial Adviser with up to £40m looking to sell your client bank? The Company Our client set up their company in 2015 and are based in Cheshire. They are part of a network and have been working in a supervisory position alongside running their own business. They are now looking to focus solely on growing their c
The Company Our client has been in Financial Services for over 18 years and set up their own business in 2017 with offices based near Blackpool. Currently managing c£25m of FuM, they are keen to grow organically and through acquisitions. Offering independent financial advice with open architecture to enable clients to stay invested
The Company Our client company was established in 2021 with offices based in London. They have grown their FuM to £190m FuM with 7 advisers. They offer independent financial advice with open architecture to enable clients to stay invested on existing investment mandates. The firm have strong financials with funding in place to support t
The Company Our client company is an established firm of Chartered Financial Advisers who offer Wealth Management plus they help businesses with their Employee Benefits strategy. They currently provide wealth management and financial advisory services to 400 clients across the UK. Offering independent financial advice with open arch
The Company Our client company was established almost 20 years ago and has offices globally with their UK head office being in Surrey. Across the group, they are manging c£120m of FuM and are keen to grow through acquisitions in the UK as well as their Europe division. They have strong financials evidenced by their balance sheet to suppo
The Company Our client company was established over 25 years ago and have grown their FuM to c£200m with 5 advisers who are all Chartered. They are looking to grow rapidly with the aim of reaching £1bn assets under management within the next 5 years. The firm have strong financials with funding in place to support their growth plans
The Company Our client established their group company in 2015 and more recently created their Financial Services division. They have c£60m of FuM currently with plans to grow by a further £100m over 12 months. They have strong financials with funding in place to support their growth plans through acquisitions. They have undertaken
The Company Our client has been in financial services for over 10 years so extensive knowledge of the industry. Most recently they have worked as a Managing Director for a Wealth Management firm where their primary focus was to oversee the growth of business. Now they are looking to venture out and create their own business. They have th
Are you a Financial Advice Firm with revenues of £2m+ looking to create a capital event either via a full or partial sale with 100% consideration payable upfront? This well-established European Wealth Management firm have a heritage stretching back to the 1800’s and are now looking to break into the UK market to expand their already sign
