IFA Acquisition across the UK with up to 4x recurring income

Are you a Financial Advisory business with annual recurring income up to £500k and wanting a share sale, whilst having advised on DB Pension transfers? Acquisition options Sell and Go whilst undertaking handover meetings for a smooth transition Acquisition Deal Value Would consider paying 3 to 4 times recurring income for the right IFA b

South East IFA Acquisition – Up to 4x recurring income

Are you a Financial Advisor based across the South East looking to sell or merge with a holding firm which recently merged two successful IFA businesses? Sell and retire – acquisition options This option would suit Financial Advisors or IFA businesses considering retirement immediately or at some point in the future. Wholly owned a

IFA Acquisition within a 60 mile radius of London

Are you a Financial Advisor(s) with £20m to £80m FuM, within a 60 mile radius of London seeking to sell to a firm who have successfully acquired 5 – 6 IFA businesses and now looks after £195m FuM? Acquisition options: Preferably Sell and Stay post sale for 1 to 2 years afterwards This option would suit Advisers looking to stay post sale

Nationwide IFA Acquisitions – all firms upwards of £25m considered

Are you interested in selling your IFA business (any deal size from £25m upwards, no maximum) to one of the UK’s largest and highly respected Wealth Managers with over £50 billion of Assets under Management and where acquisition deals are non-contingent on moving to their inhouse investment solutions plus vendors will not be penalised sh

Small IFA Acquisition near Watford with 3 to 4 times recurring income

Are you an IFA based around Watford or north of the M25 and want to retire within the next year, ensuring your clients having a smooth transition to a well-established sole adviser firm? This deal is ideal for IFAs: Wanting to retire from being an IFA within the next year Want to ensure your clients go through a smooth transition period

Acquirer seeking clients from an IFA wishing to retire

Are you a Financial Adviser looking for an acquisition exit strategy with a highly successful IFA firm based just outside of Watford? The Company Our client is directly authorised by the FCA, with open architecture to access all platforms and providers; they predominantly use Old Mutual Wealth platform with 5 separate model portfolios ac

East Anglia IFA Acquisition with multiple retirement options

Are you a Financial Advisor based in East Anglia seeking retirement or exit from the financial services? Acquisition options: Sell and Go This would suit an Adviser looking to give up being an Authorised Adviser, although be available for handover meetings to ensure there is a smooth transition. Sell and Stay This option would suit Advis

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