The Company Our client company is an exciting growing company who currently have £150m of FuM with HOTs agreed for businesses taking them up to £1bn of FuM. They have offices based in Cheltenham, London, Hereford and growing across the South West. Offering independent financial advice with open architecture to enable cli
The Company Our clients acquired this company over 5 years ago and have focused on growing it organically and through acquisitions. Their long-term goal is to reach £500m of FuM and with the businesses they have in pipeline currently, they should be at c£250m. Offering independent financial advice with open architecture to enable cl
Are you a Financial Adviser looking to sell your client bank to a well-respected wealth management firm with extensive experience in acquisitions? The Company Our client company was established in 2019 with offices based across the UK. Since then, they have acquired over 10 directly authorised hubs and an additional 50 smaller businesses
The Company Our client company is directly authorised and was established in 2006 with offices based in London. They have grown their FuM to £500m with 10 advisers. They are keen to continue to grow via acquisitions to reach over £1bn of FuM. Offering independent financial advice. The firm has backing from a large national firm to s
The Company Our client is a directly authorised firm which was established in 2019. The firm is up to £70m FuM through organic growth and due to strong cash balances, one of their IFA’s is now looking to grow their client book through acquisitions. Offering independent financial advice with open architecture to enable clients to stay inv
The Company Our client is a directly authorised firm which was established in 2019. The firm is up to £70m FuM through organic growth and due to strong cash balances, they are looking to accelerate their growth through acquisitions. Offering independent financial advice with open architecture to enable clients to stay invested on existin
The Company Our client is a directly authorised firm which was established in 2019. One of their highly competent employed advisers with 10 years background in Financial Services and the last 5 as an IFA has capacity to look after more clients. The firm are looking to acquire a client bank to support this Adviser’s long term position wit
Are you a Financial Adviser in the North West or West Yorkshire with up to £60m of FuM looking to sell your client bank to an established wealth management firm? The Company Our client is a well-established IFA firm with offices based near Manchester. They have grown their FuM to £190m with 5 advisers and 4 support staff. The firm w
Are you a Financial Adviser in Buckinghamshire or the surrounding area looking to retire or exit from Financial Services with up to £1m of recurring income? The Company Our client company was established in 2017 with offices based in Buckinghamshire. They have grown their FuM to £75m with 3 advisers and are looking to continue growing th
The Company Our client with £300m FuM is currently under a network, and they are looking to break away and become directly authorised. Therefore, they are seeking ideally a shell company which is directly authorised so they can apply for a change in control application with the FCA to fast track the process. The firm have strong financia
