The Company This directly authorised independent wealth management firm is based in the North West. They are a chartered and a well-established business with nearly 20 years in the industry. They have an impressive c£220m FuM and c£1.5m recurring income, with 4 advisors and 5 support staff. The firm has robust funding in place to support
The Company Our client company has been established for c20 years and has strong financial backing from a Private Equity investor. With 21 offices across the UK, they have a fantastic national footprint while benefiting from local regional hubs giving clients a more personable service. Providing wealth management and financial advisory s
The Company Our client has been established for over 40 years, providing wealth management and financial advisory services to c600 clients. They have £400m FuM and have plans to continue growing. Offering independent financial advice with open architecture to enable clients to stay invested on existing investment mandates They have an ex
The Company Our client company is a leading Passive Discretionary Fund Manager, managing c£2.5bn FuM where they have built up a network of partnering directly authorised IFA firms across the UK who embrace and outsource passive investing for their clients as a ‘buy-and-hold’ investment strategy, aiming to generate long term returns rathe
Are you a Financial Advisor based in the North East looking to retire and want your clients to be serviced by an IFA firm ranked as one of the Top 100 Financial Advisers in the country at the prestigious Financial Times Adviser Top 100 Financial Adviser awards? Sell and Retire – Acquisition Option This option would suit Financial A
The Company Our clients are leading the creation of a multi-layer arrangement to acquire a global Financial Services firm as well as other IFAs both offshore and UK based. This global firm has a strong independent financial planning operation passported to give advice in 20 – 25 countries. There is an awareness that vast numbers of Briti
The Company Our client is a newly established company based in Buckinghamshire who have strong financials with funding in place to help them achieve their long term goal of £300m – £400m FuM. Offering independent financial advice with open architecture to enable clients to stay invested on existing investment mandates Option – Sell
The Company Our client company was established in 2016 with offices based in Lincolnshire. They have grown their FuM to £130m organically and through acquisitions. They have developed a tried and tested model having completed on 4 previous acquisitions. The firm have strong financials with funding in place to support their growth plans t
The Company Our client company was established in 2020 originally as Appointed Representatives before becoming directly authorised in 2022. They have grown their FuM to £22m organically with 2 advisers and 1 administrator. They offer independent financial advice with open architecture to enable clients to stay invested on existing
The Company Our client company is an established Chartered Accountancy with over 3,000 clients with a separate Wealth Management division based in London. They are keen to grow their Wealth Division which currently has c£15m FuM through acquisitions. They have strong financials and with the injection of personal cash from shareholders /
