Are you an IFA based in London or East England looking to retire and sell your client bank to a well-established firm? Sell and retire – acquisition option This option would suit Financial Advisors with £5m to £20m FuM considering retirement and would like to handover clients to an experienced IFA for ongoing servicing. The Company Our c
Are you looking for a buyer who will acquire your company with a change of control so that there will be no changes nor repapering requirements for clients? The Company 2 Chartered individuals are looking to acquire a directly authorised business from a seller who is retiring who can demonstrate FCA compliant processes and a good complia
Are you a Financial Advisor / IFA firm with £100m+ of Funds Under Management and looking to sell your business to a well-capitalised nationwide independent financial advice and fund management group? Sell and stay Their preference is for Financial Advisors who are looking to retire in 2-4 years but looking to create a capital event now a
Are you a Financial Advisor / IFA firm looking to sell your business due to retirement or exit from Financial Services industry? Are you looking for your clients to be looked after by a financially robust firm with open architecture and no intention to shoehorn clients investments. Sell and retire This would suit Financial Advisors consi
Are you a Financial Advisor / IFA firm looking to sell your business due to retirement or exit from Financial Services industry? Are you looking for your clients to be look after by a financially robust firm with open architecture and no CIP so won’t be looking to shoehorn clients investments? Sell and retire This would suit Financial Ad
Are you a Financial Advisor with up to £100m Funds Under Management looking to retire and want to sell to an IFA practice with open architecture with no immediate changes to investments or charges? Sell and stay Would be happy to look at an Advisor staying on post sale for up to 2 years. They typically pay their advisors a £50k basic and
Are you an IFA based within the M25 or surrounding areas and looking to create a capital event and stay on for a couple of years. Alternatively, you may want to retire within the next year, ensuring your clients having a smooth transition to a well-established firm? The Company Our client is a Directly Authorised, wholly Independent Fina
Are you a Financial Advisor looking to sell your client bank due to retirement or exit from Financial Services industry? The Acquiring Company This Private Wealth Management business is a boutique firm of independent financial advisers based in London and Nottingham, with group locations in Wolverhampton, Newcastle upon Lyme and Bridgnor
Are you a Financial Advisor based in London / South East and looking to sell your client bank to a well established firm who will look after your clients? The Company They were established over 15 years ago and are now recognised as one of the go-to firms for mortgages, investments, pensions and insurance. They pride themselves on gettin
Are you a Financial Advisor in Greater London or M25 Corridor and looking to retire or exit from the Financial Services industry? The Company This individual has 13 years’ experience within Financial Services. Having provided Paraplanning support to some of the City’s top IFAs this individual became a Registered Individual in 2021 for th
