Are you a Financial Adviser based in London or South East looking to retire or exit from Financial Services with up to £30m of FuM and wanting to sell your client bank to an IFA company who provides their clients with a holistic approach to wealth management? The Company This boutique IFA firm is based in London and was established in 20
Are you a Financial Adviser based in Devon or Cornwall looking to sell your business to a Chartered IFA firm who can provide a wide variety of financial advice to your clients? The Company This soon-to-be independent Financial Planning firm based in Cornwall was established in 2012 and has £60m FuM with a RI of £260k. They are a Chartere
Are you a directly authorised Financial Adviser in London or Manchester with a relatively small client bank looking to exit from Financial Services or create a capital event and stay post sale? The Company Our client company is an emerging financial advice firm with offices based in London and Manchester who offer wealth management and t
Are you a Financial Adviser looking to retire or exit from Financial Services with £100m to £150m FuM and staff in the business who are eager to remain? The Company Based in London and established in 2016, our client company is a financial advisory business specialising in private equity transactions including hedge funds and venture cap
Are you a Financial Adviser in Norwich or Cambridge looking to semi-retire or to sell your client bank but continue advising for 12 months? The Company Our client is an emerging company led by a Chartered Financial Planner with bancassurance and stock broker experience, who is looking to acquire an IFA business and is open to the seller
Are you a Financial Adviser in the South East looking to retire or exit from Financial Services with up to £50m FuM and want to leave your client bank with an established independent financial advice firm? The Company Our client company was established in 2018 with offices based in Surrey. They have grown their FuM to £170m with £800k in
Are you a Financial Advisor with £10m – £50m FuM based in London or the surrounding counties and looking to be acquired by a forward thinking firm with a tried and tested acquisition model? The Company Our client company is a highly regarded wealth management firm offering advice to private and corporate clients. They have grown th
Are you a Financial Advisory business with £50m to £200m of FuM and wanting to sell to a fully independent firm who isn’t looking to make any changes to investments or charges during the deferred period? Acquisition options Sell and Go whilst undertaking handover meetings for a smooth transition Acquisition Deal Value Would consider payi
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
