Are you a Financial Advisor considering retirement and want your clients to be serviced by a well-established IFA with over 65 successfully completed acquisitions when you retire? Retirement option 1 – Sell and retire Are you seeking an immediate retirement and are ready to hang up your boots now? This IFA firm offers the opportun
This local IFA firm is looking to acquire a small client bank within the North East area The Acquirer Our client is an experienced Financial Adviser who has won awards throughout his career, before setting up his own directly authorized, local IFA firm in Stockton-on-tees. In 2015, he successfully went through the process of acquiring an
Are you seeking a share purchase of your IFA firm based in Northern England and potentially may have various business owners with different desired exit dates? The Acquirer This acquirer has over 30 years’ experience within financial services and has an established Independent Financial Planning firm based in Harrogate, North Yorkshire.
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 an owner / principal of an IFA firm looking to utilise an exit strategy with a small Yorkshire based business with highly respected management individuals? The Company – This owner-managed independent financial advice firm based in Harrogate is led by a prominent figure within the pensions industry. In addition, their Chairman is
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 Financial Adviser looking to retire and want a long-established Wealth Management operating in Northern England and North Wales to takeover your clients? The Company – Our client is a long-established wealth management firm of 19 years whom has developed a loyal HNW client bank across Northern England and North Wales to p
