IFA firm acquisition in East Anglia (Advisers and staff remain post sale)

A Chartered Accountancy firm with 6 Offices across East Anglia has a substantial budget available to acquire local Independent Financial Advice firm(s) to create a financial planning division? The Acquirer This regional firm of Chartered Accountants has a heritage spanning 50 years and serves over 5,000 business clients. With a team of c

Large IFA firms with £100m+ AuA seeking a highly credible acquisition option

Does your IFA firm have £100m+ of AuA? If so, are you considering your future exit options and would like to merge with a privately owned, independent, Chartered Financial Planning firm? Acquisition option for IFA businesses holding significant AUA Our client is open to exploring the different acquisition options available and finding th

Partial Sale of your lower clients help alleviate pressure

Are you a current Financial Adviser looking to alleviate pressure by segmenting your clients and selling your lower tiers, which will help you to achieve semi-retirement or focus on growing your high value clients? The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread

Immediate exit route achieving typically 3.5x

  Are you a current Financial Adviser weighing up your exit strategies and would like an established advisory firm, with local Advisers to provide you with a competitive capital event for your client bank? The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread acr

Partial Sale of B & C clients

Are you a current Financial Adviser looking to alleviate pressure by segmenting your clients and selling your lower tiers, which will help you to achieve semi-retirement or focus on growing your high value clients, plus receive a highly competitive multiple of recurring income? The Company Our client company have a team of highly trained

Become a Partner firm within a growing IFA Group

Are you a Financial Adviser looking ahead and want to de-risk your exit strategy by becoming a Partner of a growing IFA group (whilst retaining control of your own business) and ability to exercise the full buy-out when you are ready? The Company – This independent financial advice group has grown significantly since its inception in 201

Award-winning Mortgage Network

Are you a mortgage brokerage looking to exit the industry and leave your business in an excellent position? The Company – Our client is a leading mortgage network as well as one of the most recognised intermediary consumer brands, particularly in the independent estate agency sector for mortgage advice, winning over 70 national awards fo

Leading IFA in South of England

Are you a sole trader IFA, small partnership or larger firm and looking to be acquired by a leading independent Wealth Management group with regional offices across the South of England? The Company – Our client is one of the South’s leading group of Independent Wealth Management Advisers & Investment Managers. Their journey be

Specialist HNW IFA network

Are you a Financial Adviser looking to retire and want your clients to be serviced by a specialist HNW advising IFA firm? The Company – Our client company are an award-winning business that offers an exclusive network for high calibre IFA’s and have currently grown a strong national footprint with over 100 IFA’s as Appointed Repres

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