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
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
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
Are you a Financial Adviser with £200k+ of recurring income and looking to de-risk yourself and sell your clients to a well-established wealth management business for 6x recurring income paid upfront and stay on and service your book? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Manageme
Are you a Financial Adviser with £100k+ of recurring income and looking to sell your client bank to a long established wealth management firm with over 125 acquisitions under their belt for a market leading 6x recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Management firm
Are you a Financial Adviser with a minimum of £100k recurring income and looking to sell your client bank to a long established wealth management firm with over 125 acquisitions under their belt for a market leading 6x recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Manage