The Company This directly authorised independent wealth management firm is based in the North West. They are a chartered and a well-established business with nearly 20 years in the industry. They have an impressive c£220m FuM and c£1.5m recurring income, with 4 advisors and 5 support staff. The firm has robust funding in place to support
The Company Our client company has been established for c20 years and has strong financial backing from a Private Equity investor. With 21 offices across the UK, they have a fantastic national footprint while benefiting from local regional hubs giving clients a more personable service. Providing wealth management and financial advisory s
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
The Company Our clients are leading the creation of a multi-layer arrangement to acquire a global Financial Services firm as well as other IFAs both offshore and UK based. This global firm has a strong independent financial planning operation passported to give advice in 20 – 25 countries. There is an awareness that vast numbers of Briti
Are you a Financial Adviser with c£500k of recurring income and looking to sell your client bank to a forward-thinking Fintech IFA company and stay on for 1-3 years in an authorised capacity to fully transition your clients? The Company Our client company was founded in 2017 and have fast become one of the few digital Independent Financi
Are you a Financial Adviser with £10m – £60m FuM looking to sell your client bank to an established wealth management firm with a tried and tested acquisition model? The Company Our client company is a well-established Financial Advisory firm with offices based in Chester. They have grown their FuM to c£165m through previous acquis
This well-established acquirer has secured a £10m funding facility meaning they are enjoying great success in the acquisition market as they aren’t facing delays with funding like many of their competitors. As a result, they completed on 4 acquisitions in 2024 alone. Acquisition Deal Value They will consider paying 3.5 to 4.5
Are you a Retiring Financial Adviser with up to £20m of FuM and looking to sell your client bank and exit the industry? The Company Our client company is a growing wealth management firm based in North Wales. From a standing start, they have organically grown and have built their FuM up to c£7m with a short term goal of growing to £30m t
Are you a Financial Adviser with £80m+ FuM looking to sell part of your business to a well-established firm and stay on with an excellent employed remuneration package? The Company Our client company was established in 2014 with nationwide offices. They have grown their FuM to c£1.7bn through acquisitions. They have developed a tried and
Are you a Financial Adviser in the North West looking to semi-retire or exit from Financial Services with circa £10m of FuM or become an equity parter of a wealth business with excellent growth potential? The Company Our client company is an established General Insurance company which was originally founded in the 1960’s with offic
