IFA Acquisitions across the UK – highly competitive offering!

Buy-and-build IFA acquirers whose board is led by experienced heavy-weight industry leaders passionate about client-centric advice and exceptional delivery with the backing of private equity have already acquired £800m of assets under management and are seeking to acquire multiple firms ranging from Funds under Management of £50m upwards

Large multi-award winning firm offering 8% of total AuM to Nationwide IFAs

Offering retiring Advisers 8% of their total assets under management (AUM) if they transfer clients with a minimum of £10m to its DFM proposition. For that amount an adviser would be paid £800,000 (8%) Sell and go – Acquisition Deal Option Offering 8% of AuM transferred to our client’s inhouse investment proposition within 6 months

Fast growing IFA looking to acquire Midlands client banks with £25m of FuM

Are you a Financial Advisor based in Warwickshire / Midlands looking to retire and want to sell to a small IFA practice with open architecture with no immediate changes to investments or charges? Sell and retire This would suit Financial Advisors considering retirement and would like to support the client handover process in an Ambassado

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