Are you a Financial Advisor based in Warwickshire / Midlands looking to retire and want to sell to a small 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 in an Ambassado
Are you a Financial Advisor based in Northamptonshire with up to £25m of Funds under Management looking to retire and want your clients to be serviced by a directly authorised IFA firm with a successful track record of acquiring a similar size business? Sell and retire This option would suit Financial Advisors considering retirement and
Are you a Financial Advisor based in Northamptonshire with up to £25m of Funds under Management looking to retire and want your clients to be serviced by a directly authorised IFA firm with a successful track record of acquiring a similar size business? Sell and retire This option would suit Financial Advisors considering retirement and
Boutique national IFA launched by leading industry figures who have successfully led acquisitions at previous firms have private equity backing to acquire IFA firms at a steady pace of £500m per annum USPs of Offering independence with open architecture Guaranteed deferred payments without future adjustment Once clients sign up to new cl
Are you a Financial Adviser with up to £30m who would ideally like to create a capital event by selling your clients whilst still wanting to stay on post sale for 2 to 4 years or longer in an employed capacity and gradually transfer clients to a new adviser prior to your exit? Preferred route – Option 1 – Sell & Stay This is id
Are you an IFA with between £10m to £150m AuM, having a good reputation with clients with scope for growth and would ideally like the option of a full or partial sale where the owner / staff stays on post sale? Our impact investment client has branched out into Wealth Management Regulated by the FCA and a member of the British Venture Ca