The Company Our client is a directly authorised firm which was established in 2019. One of their highly competent employed advisers with 10 years background in Financial Services and the last 5 as an IFA has capacity to look after more clients. The firm are looking to acquire a client bank to support this Adviser’s long term position wit
Are you a medium to large size IFA Firm looking to sell your shares to an international private equity acquirer seeking to break into the UK IFA market? The Company This consortium of Private Equity investors comprises of UHNW highly successful business individuals who generally are the Alumni of a leading Business School in California,
Are you a Financial Adviser with up to £250m of FuM looking to sell your client bank to an established international firm? The Company Our client company have an international presence and are now looking to break into Europe. They have already acquired a DFM in Europe with c$600m FuM with two further offers in pipeline through ourselves
The Company Our client company has been established for c20 years and has strong financial backing from a Private Equity investor. With 21 offices across the UK, they have a fantastic national footprint while benefiting from local regional hubs giving clients a more personable service. Providing wealth management and financial advisory s
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
