Are you a Directly Authorised business in the South West, South East or the Midlands with £30m – £200m FuM looking to retire and sell your business? The Company Our client company was established in the summer of 2021 with offices based in Cheltenham and Exeter but client coverage across the South of England and the Midlands. The P
Are you a Financial Adviser looking to retire or exit from Financial Services with as little as £10m FuM to £100m FuM? The Company Our client has its head office based in London however has acquired a series of IFA firms across the UK including a few in the South West of England covering Cornwall and Somerset . They are tech savvy, whils
Are you a Financial Advisor / Owner with £20m – £200m of funds under management and looking to sell your business to a first-class IFA business which has been established for over 70 years?! Sell and retire This acquirer is happy with Financial Advisors looking to retire or exit financial services. They would expect the retiring ad
Are you a East Midlands based Financial Advisor with c£20m – £90m FuM seeking retirement from financial services and wanting to sell to a local IFA practice? The Acquiring Company A local Independent financial advisor who has experience of building a highly successful IFA practice working with medical professionals and other high n
Are you a Financial Advisor / IFA Firm based in London or the Midlands looking to retire and want to sell to a family run 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
Are you a Financial Advisor / IFA firm with £100m+ of Funds Under Management and looking to sell your business to a well-capitalised nationwide independent financial advice and fund management group? Sell and stay Their preference is for Financial Advisors who are looking to retire in 2-4 years but looking to create a capital event now a
Are you a Financial Advisor / IFA firm looking to sell your business due to retirement or exit from Financial Services industry? Are you looking for your clients to be looked after by a financially robust firm with open architecture and no intention to shoehorn clients investments. Sell and retire This would suit Financial Advisors consi
Are you a Financial Advisor based in the Midlands and looking to retire and want your clients to be serviced by a local IFA? Sell and retire – acquisition option This option would suit Financial Advisors with £20m to £100m FuM considering retirement and would like to handover clients to an experienced IFA for ongoing servicing. Acq
Are you a Financial Advisor / IFA firm looking to sell your business due to retirement or exit from Financial Services industry? Are you looking for your clients to be look after by a financially robust firm with open architecture and no CIP so won’t be looking to shoehorn clients investments? Sell and retire This would suit Financial Ad
Are you a Financial Advisor with up to £100m Funds Under Management looking to retire and want to sell to an IFA practice with open architecture with no immediate changes to investments or charges? Sell and stay Would be happy to look at an Advisor staying on post sale for up to 2 years. They typically pay their advisors a £50k basic and
