Are you a Financial Advisor or IFA firm based in Worcestershire looking to retire or exit from the Financial Services industry? The Company This Estate Agency and Lettings business with 6 offices spread across Worcestershire has a long established mortgage advice business with 12 Mortgage and Protection Advisors completing around 120 mor
Does your IFA firm have £100m+ of AuA? If so, are you considering your future exit options and would like to merge with a privately owned, independent, Chartered Financial Planning firm? Acquisition option for IFA businesses holding significant AUA Our client is open to exploring the different acquisition options available and finding th
This highly knowledgeable Chartered Financial Planner is looking to acquire a Directly Authorised IFA business through a share purchase or asset purchase The Acquirer This acquirer is a passionate individual who has amassed over 30 years financial services experience and developed highly technical knowledge having proudly maintained his
Are you a Financial Adviser considering your exit over next 1 – 5 years and would like to achieve up to 4 times recurring income?! The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread across the UK, including Scotland and Northern Ireland, since forming in 2006. With
Are you a current Financial Adviser looking to alleviate pressure by segmenting your clients and selling your lower tiers, which will help you to achieve semi-retirement or focus on growing your high value clients? The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread
Are you a current Financial Adviser weighing up your exit strategies and would like an established advisory firm, with local Advisers to provide you with a competitive capital event for your client bank? The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread acr
Are you a current Financial Adviser looking to alleviate pressure by segmenting your clients and selling your lower tiers. This will help you to achieve semi-retirement or focus on growing your high value clients, plus receive a highly competitive multiple of recurring income. The Company Our client company have a team of highly trained,
Are you a Financial Adviser looking ahead and want to de-risk your exit strategy by becoming a Partner of a growing IFA group (whilst retaining control of your own business) and ability to exercise the full buy-out when you are ready? The Company – This independent financial advice group has grown significantly since its inception in 201
Are you a mortgage brokerage looking to exit the industry and leave your business in an excellent position? The Company – Our client is a leading mortgage network as well as one of the most recognised intermediary consumer brands, particularly in the independent estate agency sector for mortgage advice, winning over 70 national awards fo
Are you a Financial Adviser with a minimum of £30m FuM looking to retire and want your clients to be serviced by a local IFA working for a specialist HNW advising IFA firm? The Company Our client company was established in 2008 and are an award-winning business that offers an exclusive network for high calibre IFAs. They have grown a str
