North West based firm looking to acquire up to £40m of FuM

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

Are you a Financial Adviser with up to £100m of FuM looking to retire / exit from Financial Services or stay on and continue growing your business without the pressures of running your business?

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

Are you a Financial Adviser looking to sell your client bank and continue advising?

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

Full or partial sale with 100% upfront!

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

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