If you’re considering retirement or seeking a smooth transition for your clients, this opportunity offers continuity, care, and a trusted home for your business. The Company A newly established, family-oriented wealth management business in the Midlands, backed by significant industry experience and strong financial resources.
The Company Our client is a highly respected investment bank based in London, specialising in delivering cross-asset investment solutions to high-net-worth individuals, IFAs, hedge funds, and pension funds. With a strong reputation for innovation and client care, they are now looking to expand their footprint through the acquisitio
Looking for Financial Advisers Considering Succession or Growth If you’re a financial adviser running an IFA firm and thinking about the next chapter for your business, this opportunity could be exactly what you’re looking for. The Company Our client is a highly respected IFA group with a strong reputation for integrity and client
The Company Our client company was established in 2012 as the wealth arm of a highly successful accountancy practice with over 40 years of heritage and a turnover in excess of £7m. With 3 offices in the Midlands, they have built a strong presence and now manage FuM of £100m+ with 2 advisers and 5 support staff. They offer independent fin
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
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 is an established firm of Chartered Financial Advisers who offer Wealth Management plus they help businesses with their Employee Benefits strategy. They currently provide wealth management and financial advisory services to 400 clients across the UK. Offering independent financial advice with open arch
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 company is an exciting growing company who currently have £150m of FuM with HOTs agreed for businesses taking them up to £1bn of FuM. They have offices based in Cheltenham, London, Hereford and growing across the South West. Offering independent financial advice with open architecture to enable cli
The Company Our client is a directly authorised firm which was established in 2019. The firm is up to £70m FuM through organic growth and due to strong cash balances, they are looking to accelerate their growth through acquisitions. Offering independent financial advice with open architecture to enable clients to stay invested on existin
