Are you a Financial Adviser looking to retire and want a professional IFA based in North East London to takeover the servicing of your clients? The Company – Our client is highly professional with broad knowledge of investments, pensions and trusts with experience of looking after high net worth clients. Living in North East London
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
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
Are you a Financial Adviser considering retirement in circa 3 years’ time and want to be part of an established firm within the home counties? The Company – This established financial advisory firm and mortgage brokerage has been assisting clients for over 30 years! Their head office is in Harlow, Essex and have Advisers throughout
Are you a Financial Adviser considering retirement in circa 3 years’ time and want to be part of a forward thinking firm within London and the South East? The Company Our client company operates from prestigious premises in Central London and Dartford and is a partnership of likeminded people keen to offer first class service to clients
Are you a Financial Adviser or firm looking to retire or exit from the Financial Services industry and leave your clients with a specialist Independent Wealth Management, Pension Advisory and leading Employee Benefits Consultancy firm? The Company – This Independent Financial Advisory firm has been specialising in providing pension
Are you a Financial Adviser with a minimum of £30m FuM looking to retire and want your clients to be serviced by a local IFA working for a specialist HNW advising IFA firm? The Company Our client company was established in 2008 and are an award-winning business that offers an exclusive network for high calibre IFAs. They have grown a str
Are you a Financial Planning firm looking to plan your retirement strategy within a highly respected Chartered IFA; whilst also having the opportunity to drive growth in your business? The Company This Chartered IFA firm has continued to grow profitably and is now highly respected as one of the largest Chartered Financial Planning firms
Are you an individual Financial Adviser looking to plan your retirement strategy with a guaranteed 15-year annuity payout worth circa 6 times recurring income (and could be considerably more)? The Company – This Chartered IFA firm has continued to grow profitably and is now highly respected as one of the largest Chartered Financial
Are you an IFA firm with minimum £100 million of Funds under Management with at least 4 RI’s, looking to sell your business, but stay on for a period of 3 years to transition and grow the business before retirement or exit from the Financial Services industry? The Company – Our client company is financially strong with a ‘plc’ pare
