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
The Company Our client company is an established Chartered Accountancy with over 3,000 clients with a separate Wealth Management division based in London. They are keen to grow their Wealth Division which currently has c£15m FuM through acquisitions. They have strong financials and with the injection of personal cash from shareholders /
The Company Our client started their career out in Financial Services for a large investment management firm and being promoted to a senior equity research position before having a career change and going into the Tech industry where they founded their own IT company. They grew this company organically and through acquisitions therefore
Are you a Financial Adviser with c£500k of recurring income and looking to sell your client bank to a forward-thinking Fintech IFA company and stay on for 1-3 years in an authorised capacity to fully transition your clients? The Company Our client company was founded in 2017 and have fast become one of the few digital Independent Financi
Are you a Financial Adviser with £80m+ FuM looking to sell part of your business to a well-established firm and stay on with an excellent employed remuneration package? The Company Our client company was established in 2014 with nationwide offices. They have grown their FuM to c£1.7bn through acquisitions. They have developed a tried and
Are you a Directly Authorised Financial Adviser looking to retire or exit from Financial Services with up to £10m of FuM? The Company Our client company was established in 2018 with offices based on the South Coast. They have grown their FuM to £65m with 2 advisers. Offering independent financial advice with open architecture to enable c
Are you a Financial Adviser in London or the Home Countries looking to sell your client bank and are interested in maintaining a relationship with the buyer firm through an ambassadorial role post sale? The Company This respectable independent wealth management firm was established in 2007 and is directly authorised. They strive to opera
Are you a Financial Adviser in London, South East or South Midlands looking to retire or exit from Financial Services and want your clients to continue receiving independent financial advice? The Company Our client company is a well-established IFA firm founded in 2002 which is led by a highly experienced individual. They are an authoris
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
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
