Midlands

Established North West firm has the capital and experience to acquire IFA clients

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

Opportunity to create a capital event but continue to grow the business with an excellent employed remuneration package

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

Wealth Management Firm looking to acquire a directly authorised business with up to £10m of FuM

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

Wealth Management firm seeking to acquire IFA business in the South East or South Midlands

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

IFA Acquisition across the UK with up to 4x recurring income

Are you a Financial Advisory business with £50m to £200m of FuM and wanting to sell to a fully independent firm who isn’t looking to make any changes to investments or charges during the deferred period? Acquisition options Sell and Go whilst undertaking handover meetings for a smooth transition Acquisition Deal Value Would consider payi

Opportunity to obtain capital event worth 6x recurring income and stay on as an employed IFA

Are you a Financial Adviser with £200k+ of recurring income and looking to de-risk yourself and sell your clients to a well-established wealth management business for 6x recurring income paid upfront and stay on and service your book? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Manageme

Sell your IFA client bank and achieve 6x recurring income

Are you a Financial Adviser with £100k+ of recurring income and looking to sell your client bank to a long established wealth management firm with over 125 acquisitions under their belt for a market leading 6x recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Management firm

Immediate IFA client bank sale with 6x multiple paid over 2 years

Are you a Financial Adviser with a minimum of £100k recurring income and looking to sell your client bank to a long established wealth management firm with over 125 acquisitions under their belt for a market leading 6x recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Manage

Specialist Protection Brokerage looking to grow through acquisition

Are you a Protection Broker looking to retire or exit from Financial Services and sell to a specialist protection brokerage The Company Our client company was established in 2016 with offices based in Greater Manchester. They have a team of telesales protection advisers with a turnover of circa £2m per annum. The firm are rated 4.9 stars

Established IFA in the Midlands looking to acquire a client bank with average holdings of £250k or more

Are you a Financial Adviser or owner of a small IFA firm within 1 hour of Wolverhampton looking to retire or exit from Financial Services with average client holdings of £250k or more? The Company Our client company was established in 2017 with offices based in Wolverhampton. The Principal has spent over 20 years in financial services lo

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Midlands

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