The Company Our client is a highly qualified financial adviser with a unique background as a Chartered Accountant and former university lecturer. They have capacity to take on more clients therefore, with strong personal capital backing and a clear growth strategy, they are now seeking to acquire a client bank to expand their busin
The Company Our client is an experienced investor with a strong background in financial markets, having managed multi-billion-pound portfolios at leading institutions. Their vision is to acquire and grow an IFA business by introducing technological efficiencies, streamlining compliance, and enhancing client experience. They are committed
The Company Our client has been advising in the middle east since 2015 and has built up a loyal client bank which consists of most UK ex-pats up c£20m FuM. As such, many of their clients are now relocating back to the UK so they are wanting to create a UK hub so they can continue to service these clients and continue growing in the UK. T
The Company Established in 2008, our client has grown organically to manage just shy of £500m of FuM across 700 clients. The team consists of 30 staff, including 10 regulated IFAs, with 4 Directors (including the founder), and 6 dedicated IFAs focus solely on providing high-quality advice. The firm has strong financial backing to support
The Company Our client company was established in 2021 with offices based in London. They have grown their FuM to £40m with 5 Advisers providing wealth management and financial advisory services to c300 clients offering independent financial advice. Plus, they have a successful protection team in place meaning they are turning over half
The Company Our client is currently based in Dubai advising international clients, and they are now looking for a UK license so they can continue advising their clients when they move back to the UK. Therefore, they are seeking ideally a shell company which is directly authorised so they can apply for a change in control application with
Are you a directly authorised financial advice business with £25m to £50m of FuM looking to create a capital event but stay on post sale? The Company Our client is a newly established financial technology firm with their own investment platform. Backed by a Venture Capital firm, they have funding secured to achieve their ambitious growth
The Company Our client company was established in 2021 with offices based in London. They have grown their FuM to £190m FuM with 7 advisers. They offer independent financial advice with open architecture to enable clients to stay invested on existing investment mandates. The firm have strong financials with funding in place to support t
The Company Our client company was established over 25 years ago and have grown their FuM to c£200m with 5 advisers who are all Chartered. They are looking to grow rapidly with the aim of reaching £1bn assets under management within the next 5 years. The firm have strong financials with funding in place to support their growth plans
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
