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
Are you a medium to large size IFA Firm looking to sell your shares to an international private equity acquirer seeking to break into the UK IFA market? The Company This consortium of Private Equity investors comprises of UHNW highly successful business individuals who generally are the Alumni of a leading Business School in California,
Are you a Financial Adviser with up to £250m of FuM looking to sell your client bank to an established international firm? The Company Our client company have an international presence and are now looking to break into Europe. They have already acquired a DFM in Europe with c$600m FuM with two further offers in pipeline through ourselves
