Are you a Retiring Financial Adviser looking to sell your IFA business / client bank to a firm offering excellent passive fund choices where ongoing support and care of your clients is paramount?

The Company Our client company is a leading Passive Discretionary Fund Manager, managing c£2.5bn FuM where they have built up a network of partnering directly authorised IFA firms across the UK who embrace and outsource passive investing for their clients as a ‘buy-and-hold’ investment strategy, aiming to generate long term returns rathe

Are you a Retiring Financial Adviser looking to sell your client bank?

The Company Our client company was established in 2014 and has grown their FuM to c£20m organically. They are looking to continue to grow through acquiring small client banks and have strong financials with funding in place to support their growth plans. Offering independent financial advice with open architecture to enable clients to st

Forward thinking Fintech IFA seeking acquisitions of up to £200m FuM

Are you a Financial Adviser with up to £200m FuM looking to sell your client bank to a forward thinking Fintech IFA company? The Company Our client company was founded in 2017 and have fast become one of the few digital Independent Financial Advisers in the UK. They offer all the services of a traditional IFA but via their secure online

Financial Advisory firm based in West Midlands looking to acquire up to £15m of FuM

Are you a Financial Adviser with up to c£15m FuM looking to sell your client bank to an established wealth management firm? The Company Our client company is an Independent, Directly Authorised firm which was established in 2014 with offices based in Birmingham. The owner is the sole adviser in the business and currently has c£30m of FuM

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