Are you a Retiring Financial Adviser looking to sell your IFA business / client bank to a firm offering excellent passive fund choices where ongoing support and care of your clients is paramount?

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

Newcastle based acquirer, ranked within Top 100 IFA firms

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

Are you a retiring Financial Adviser with up to £10m FuM and looking to sell your client bank to a growing wealth management firm who will provide a very personable service to your clients?

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

Are you a Retiring Financial Adviser looking to sell your client bank?

The Company Our client company was established in 2014 and has grown their FuM to c£20m organically. They are looking to continue to grow through acquiring small client banks and have strong financials with funding in place to support their growth plans. Offering independent financial advice with open architecture to enable clients to st

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