Are you looking for a long-established and well-respected Acquirer who has a track record of completing over 40 acquisitions offering leading terms with full payout in 12 months? Company Our client is a highly profitable National Wealth Management Advisory Group with a healthy balance sheet. Employing advisers across multiple offices thr
Are you a Financial Advisor based in Worcestershire / West Midlands 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 £50k to £100k of recurring income considering retirement and would like to handover clients to an experienced
UK investment firm, headquartered in London with the financial backing of a billion-dollar global company has ambitious targets to acquire up to 30 IFA firms across the UK to create a national IFA business over the next 18 months. Our client’s goal To acquire 20 – 30 IFA businesses across the depth and breadth of the UK within the
Are you a Financial Adviser looking to retire or exit from Financial Services with over £50m of FuM but would like to sell to an Acquirer who prefers sellers to stay on with embedding clients and also offering bonuses for any uplifts in fees. This buy-and-build IFA acquirer whose board is led by experienced heavy-weight industry leaders
Are you a Financial Advisor or partnership based within 40 miles of Sheffield (South Yorkshire), Lincoln, Walsall (East & West Midlands) and Preston (North West) looking to retire and want your clients to be serviced by a local IFA firm with existing £140m FuM? Sell and retire – acquisition option This option would suit Financi
Offering retiring Advisers 6% of assets under management (AUM) transferred to a hybrid managed advice service – market leading proposition offering a multiple of 12 times 0.5%! The deal is Sell and Stay for 2 years Offering 6% of AuM transferred to our client’s inhouse investment proposition for clients under the age of 75. This is a gra