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
The Company Our clients are leading the creation of a multi-layer arrangement to acquire a global Financial Services firm as well as other IFAs both offshore and UK based. This global firm has a strong independent financial planning operation passported to give advice in 20 – 25 countries. There is an awareness that vast numbers of Briti
The Company Our client company was established in 2016 with offices based in Lincolnshire. They have grown their FuM to £130m organically and through acquisitions. They have developed a tried and tested model having completed on 4 previous acquisitions. The firm have strong financials with funding in place to support their growth plans t
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
Are you a Financial Adviser with c£500k of recurring income and looking to sell your client bank to a forward-thinking Fintech IFA company and stay on for 1-3 years in an authorised capacity to fully transition your clients? The Company Our client company was founded in 2017 and have fast become one of the few digital Independent Financi
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
This well-established acquirer has secured a £10m funding facility meaning they are enjoying great success in the acquisition market as they aren’t facing delays with funding like many of their competitors. As a result, they completed on 4 acquisitions in 2024 alone. Acquisition Deal Value They will consider paying 3.5 to 4.5
Are you a Financial Adviser with £80m+ FuM looking to sell part of your business to a well-established firm and stay on with an excellent employed remuneration package? The Company Our client company was established in 2014 with nationwide offices. They have grown their FuM to c£1.7bn through acquisitions. They have developed a tried and
Are you a Directly Authorised Financial Adviser looking to retire or exit from Financial Services with up to £10m of FuM? The Company Our client company was established in 2018 with offices based on the South Coast. They have grown their FuM to £65m with 2 advisers. Offering independent financial advice with open architecture to enable c
Are you a Financial Adviser firm based between the South East and South Midlands looking to sell or merge your business and continue advising? The Company Our client company was founded with over 115 years of history behind them and is an ambitious and extremely well-established independent wealth management firm. They have an impressive
