Are you a Financial Advisor in Greater London or M25 Corridor and looking to retire or exit from the Financial Services industry? The Company This individual has 13 years’ experience within Financial Services. Having provided Paraplanning support to some of the City’s top IFAs this individual became a Registered Individual in 2021 for th
Are you a Financial Advisor based in London / South East and looking to sell your client bank to a well established firm who will look after your clients? The Company They were established over 15 years ago and are now recognised as one of the go-to firms for mortgages, investments, pensions and insurance. They pride themselves on gettin
Are you a Financial Advisor or firm based in Oxfordshire, Buckinghamshire or Hertfordshire and looking to retire or exit from the Financial Services industry? The Company This growing Wealth Management firm with £80m Funds Under Management has aspirations of doubling their FuM over the next 18 months through organic growth and further ac
Are you a Financial Advisor based within a 40-mile radius of Bridgwater looking to retire and want your clients to be serviced by a local Independent Financial Advisor? The Company With over 20 years of experience providing first class financial advice, our client brings a wealth of knowledge advising personal clients covering areas such
Are you seeking an IFA firm based in the Midlands with over 50 years’ experience with substantial cash balances to acquire your IFA Clients? Competitive Deal Options for share or asset purchases Offering between 3 – 4 x recurring income; each deal being considered on its own merits. The acquirer has a preference for an asset purcha
Are you looking for a long-established and well-respected listed Acquirer offering independent financial advice with super-fast industry leading payment terms? Company Our client is a highly profitable National Financial Advisory Group with AUM of c.£15bn. With an EBITDA margin of over 30% the company have robust financials in terms of p
Are you seeking a long-established regional IFA firm based in the South East with substantial cash balances to acquire your IFA clients, offering payment terms over 15 months? Competitive Deal Options for share or asset purchases Offering between 3 – 4 x recurring income or 5 – 6 times EBITDA for larger businesses; each deal being
Are you a Financial Advisor based in Worcestershire / West Midlands looking to retire and want your clients to be serviced by a local IFA? Sell and retire – acquisition option This option would suit Financial Advisors with £50k to £100k of recurring income considering retirement and would like to handover clients to an experienced
UK investment firm, headquartered in London with the financial backing of a billion-dollar global company has ambitious targets to acquire up to 30 IFA firms across the UK to create a national IFA business over the next 18 months. Our client’s goal To acquire 20 – 30 IFA businesses across the depth and breadth of the UK within the
National independent financial planner and wealth manager is actively seeking to acquire well-run and profitable IFA businesses with upwards of c£20m FuM or full/partial buyout available for large IFA firms Company Our Client is a highly profitable National Independent Financial Advisory Group with revenue of £25m and AUM c.£4bn. They ha
