The Company Our client is a highly respected investment bank based in London, specialising in delivering cross-asset investment solutions to high-net-worth individuals, IFAs, hedge funds, and pension funds. With a strong reputation for innovation and client care, they are now looking to expand their footprint through the acquisitio
Looking for Financial Advisers Considering Succession or Growth If you’re a financial adviser running an IFA firm and thinking about the next chapter for your business, this opportunity could be exactly what you’re looking for. The Company Our client is a highly respected IFA group with a strong reputation for integrity and client
The Company Our client is currently based in Dubai advising international clients, and they are now looking for a UK license so they can continue advising their clients when they move back to the UK. Therefore, they are seeking ideally a shell company which is directly authorised so they can apply for a change in control application with
The Company Our client has been in Financial Services for over 25 years and set up their own company 10 years ago with offices based in Manchester. They have grown their FuM to over £80m and have completed one acquisition previously, so they have experience of acquiring and retaining clients. Offering Financial Planning and Discreti
Are you the owner of a sizeable IFA firm with upwards of £500m FuM and looking to create a capital event but carry on growing your firm as you aren’t ready to retire? Alternatively, this acquirer would consider businesses on the South East coast or in the North West with over £200m FuM to bolt on. The Company Our client company is
Are you a Retiring Financial Adviser with up to £40m looking to sell your client bank? The Company Our client set up their company in 2015 and are based in Cheshire. They are part of a network and have been working in a supervisory position alongside running their own business. They are now looking to focus solely on growing their c
The Company Our client has been in Financial Services for over 18 years and set up their own business in 2017 with offices based near Blackpool. Currently managing c£25m of FuM, they are keen to grow organically and through acquisitions. Offering independent financial advice with open architecture to enable clients to stay invested
The Company Our client company was established in 2021 with offices based in London. They have grown their FuM to £190m FuM with 7 advisers. They offer independent financial advice with open architecture to enable clients to stay invested on existing investment mandates. The firm have strong financials with funding in place to support t
The Company Our client company was established over 25 years ago and have grown their FuM to c£200m with 5 advisers who are all Chartered. They are looking to grow rapidly with the aim of reaching £1bn assets under management within the next 5 years. The firm have strong financials with funding in place to support their growth plans
The Company Our client company is an exciting growing company who currently have £150m of FuM with HOTs agreed for businesses taking them up to £1bn of FuM. They have offices based in Cheltenham, London, Hereford and growing across the South West. Offering independent financial advice with open architecture to enable cli
