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 Financial Adviser in the North West or West Yorkshire with up to £60m of FuM looking to sell your client bank to an established wealth management firm? The Company Our client is a well-established IFA firm with offices based near Manchester. They have grown their FuM to £190m with 5 advisers and 4 support staff. The firm w
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
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
