Are you based in the North West and looking to retire or exit from Financial Services and want to sell your client bank to a rising IFA firm with strong financials? Do you have a minimum of £10m FuM? The Company Our client company is a small sole trader practice with over 30 years’ experience in financial services. With offices in Manche
Are you a Financial Adviser with £200k+ of recurring income and looking to de-risk yourself and sell your clients to a well-established wealth management business for 6x recurring income paid upfront and stay on and service your book? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Manageme
Are you a Financial Adviser with £100k+ of recurring income and looking to sell your client bank to a long established wealth management firm with over 125 acquisitions under their belt for a market leading 6x recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Management firm
Are you a Financial Adviser with a minimum of £100k recurring income and looking to sell your client bank to a long established wealth management firm with over 125 acquisitions under their belt for a market leading 6x recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Manage
Are you a Protection Broker looking to retire or exit from Financial Services and sell to a specialist protection brokerage The Company Our client company was established in 2016 with offices based in Greater Manchester. They have a team of telesales protection advisers with a turnover of circa £2m per annum. The firm are rated 4.9 stars
Are you a Financial Adviser in Lancashire / North West looking to retire or exit from Financial Services with up to £30m of FuM? The Company Our client company was established in 2021 with offices based in South Lancashire. They have grown their FuM to just over £40m with 1 adviser and 3 support staff (Administrator, Marketing and Consul
Are you a Financial Adviser in the North West looking to retire or exit from Financial Services with £15m to £20m of FuM? The Company Our client company was established in 2020 with offices based in Manchester. They have 2 advisers and 2 support staff. The Principal has over 10 years experience as a Chartered Financial Planner prior to s
Are you a Financial Adviser looking to retire or exit from Financial Services with as little as £10m FuM to £100m FuM? The Company Our client has its head office based in London however has acquired a series of IFA firms across the UK including a few in the South West of England covering Cornwall and Somerset . They are tech savvy, whils