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
Are you a Financial Advisor / Owner with £20m – £200m of funds under management and looking to sell your business to a first-class IFA business which has been established for over 70 years?! Sell and retire This acquirer is happy with Financial Advisors looking to retire or exit financial services. They would expect the retiring ad
Are you a Financial Advisor / IFA firm with £100m+ of Funds Under Management and looking to sell your business to a well-capitalised nationwide independent financial advice and fund management group? Sell and stay Their preference is for Financial Advisors who are looking to retire in 2-4 years but looking to create a capital event now a
