Are you a Financial Advisor looking to retire and want your clients to be serviced by a reputable Chartered Wealth Advisor whose office is based in Lombard Street and lives in North London, and someone who has a genuine care for client value and strong long-term relationships who is building his client bank through acquisition of small r
Does your IFA firm have £100m+ of AuA? If so, are you considering your future exit options and would like to merge with a privately owned, independent, Chartered Financial Planning firm? Acquisition option for IFA businesses holding significant AUA Our client is open to exploring the different acquisition options available and finding th
Are you a Financial Advisor looking to retire and want your city clients to be serviced by an IFA firm who mixes traditional old-fashioned personal service by listening to client needs and using advanced modelling software which formulate an appropriate strategy to meet their bespoke needs? Sell and retire – acquisition option This
Are you a Financial Advisor considering retirement and want your clients to be serviced by a well-established IFA with over 65 successfully completed acquisitions when you retire? Retirement option 1 – Sell and retire Are you seeking an immediate retirement and are ready to hang up your boots now? This IFA firm offers the opportun
Are you looking for a long established holistic IFA firm based in the City of London to acquire your clients and having payment terms within 19 months? The Acquirer This holistic independent financial advisory firm truly believes in supporting their clients through providing impartial advice on their full financial planning affairs. Sinc
Are you a Financial Adviser considering your exit over next 1 – 5 years and would like to achieve up to 4 times recurring income?! The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread across the UK, including Scotland and Northern Ireland, since forming in 2006. With
Are you a current Financial Adviser looking to alleviate pressure by segmenting your clients and selling your lower tiers, which will help you to achieve semi-retirement or focus on growing your high value clients? The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread
Are you a current Financial Adviser weighing up your exit strategies and would like an established advisory firm, with local Advisers to provide you with a competitive capital event for your client bank? The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread acr
Are you a current Financial Adviser looking to alleviate pressure by segmenting your clients and selling your lower tiers. This will help you to achieve semi-retirement or focus on growing your high value clients, plus receive a highly competitive multiple of recurring income. The Company Our client company have a team of highly trained,
Are you looking to handover your clients through a structured process to a Wealth Management firm based in the City of London? The Company Our client is a Wealth Management business based in the City of London, that has developed a strong team of 60 combined of Wealth Planners and effective support staff. With a core philosophy of
