Boutique IFA Firm looking to acquire a financial services business in the South East

Are you a Financial Adviser based in London or South East looking to retire or exit from Financial Services with up to £30m of FuM and wanting to sell your client bank to an IFA company who provides their clients with a holistic approach to wealth management? The Company This boutique IFA firm is based in London and was established in 20

IFA Firm looking to acquire a financial service business in the South East

Are you a directly authorised Financial Adviser in London or Manchester with a relatively small client bank looking to exit from Financial Services or create a capital event and stay post sale? The Company Our client company is an emerging financial advice firm with offices based in London and Manchester who offer wealth management and t

IFA Firm looking to acquire a financial services business in the South East

Are you a Financial Adviser looking to retire or exit from Financial Services with £100m to £150m FuM and staff in the business who are eager to remain? The Company Based in London and established in 2016, our client company is a financial advisory business specialising in private equity transactions including hedge funds and venture cap

IFA Acquisition across the UK with up to 4x recurring income

Are you a Financial Advisory business with £50m to £200m of FuM and wanting to sell to a fully independent firm who isn’t looking to make any changes to investments or charges during the deferred period? Acquisition options Sell and Go whilst undertaking handover meetings for a smooth transition Acquisition Deal Value Would consider payi

Sell your IFA client bank and achieve 6x recurring income

Are you a Financial Adviser with £100k+ of recurring income and looking to sell your client bank to a long established wealth management firm with over 125 acquisitions under their belt for a market leading 6x recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Management firm

Immediate IFA client bank sale with 6x multiple paid over 2 years

Are you a Financial Adviser with a minimum of £100k recurring income and looking to sell your client bank to a long established wealth management firm with over 125 acquisitions under their belt for a market leading 6x recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Manage

Specialist Protection Brokerage looking to grow through acquisition

Are you a Protection Broker looking to retire or exit from Financial Services and sell to a specialist protection brokerage The Company Our client company was established in 2016 with offices based in Greater Manchester. They have a team of telesales protection advisers with a turnover of circa £2m per annum. The firm are rated 4.9 stars

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