Are you a Retiring Financial Adviser looking to sell your IFA business / client bank to a firm offering excellent passive fund choices where ongoing support and care of your clients is paramount?

The Company Our client company is a leading Passive Discretionary Fund Manager, managing c£2.5bn FuM where they have built up a network of partnering directly authorised IFA firms across the UK who embrace and outsource passive investing for their clients as a ‘buy-and-hold’ investment strategy, aiming to generate long term returns rathe

Newcastle based acquirer, ranked within Top 100 IFA firms

Are you a Financial Advisor based in the North East looking to retire and want your clients to be serviced by an IFA firm ranked as one of the Top 100 Financial Advisers in the country at the prestigious Financial Times Adviser Top 100 Financial Adviser awards? Sell and Retire – Acquisition Option This option would suit Financial A

Forward thinking Fintech IFA seeking acquisitions of up to £200m FuM

Are you a Financial Adviser with up to £200m FuM looking to sell your client bank to a forward thinking Fintech IFA company? The Company Our client company was founded in 2017 and have fast become one of the few digital Independent Financial Advisers in the UK. They offer all the services of a traditional IFA but via their secure online

Family run DA IFA firm seeking to acquire Yorkshire clients

Are you a Financial Advisor based in Yorkshire or near to the M62 Corridor looking to sell your client bank due to retirement or exit from Financial Services? The Acquiring Company This family run Directly Authorised IFA business based in West Yorkshire was established in 1993. They manage c£85 million of Funds under Management with a te


IFA Firm looking to acquire a financial service business in the North East

Are you a Financial Adviser looking to semi-retire from Financial Services or sell your client bank and continue advising post-sale? Does the prospect of supporting an emerging IFA business as it develops excite you? The Company Our client is an emerging IFA business led by a qualified Financial Adviser who is open to the seller staying


IFA Firm looking to acquire a financial service business in the North East

Are you a Financial Adviser in Norwich or Cambridge looking to semi-retire or to sell your client bank but continue advising for 12 months? The Company Our client is an emerging company led by a Chartered Financial Planner with bancassurance and stock broker experience, who is looking to acquire an IFA business and is open to the seller


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