Are you a Financial Adviser in the South West looking to create a capital event by selling your directly authorised IFA business but happy to stay on post sale for up to 2 years? The Company Our client is two entrepreneurs who have run individually and together successful businesses. One of which is a successful healthcare business where
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 based in Scotland looking to retire or exit from Financial Services with between £9m to £20m FuM? The Company Our client set their business up in 2013 and has helped grow it to £40m FuM. They have now sold their share and acquired a directly authorised business as they wanted to break off on their own. They cu
Are you a Financial Adviser or owner of a small IFA firm within 1 hour of Wolverhampton looking to retire or exit from Financial Services with average client holdings of £250k or more? The Company Our client company was established in 2017 with offices based in Wolverhampton. The Principal has spent over 20 years in financial services lo
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 an IFA who is an advocate of passive funds based near the South Coast (Sussex) and looking to sell your client bank to a likeminded IFA firm? The Company Our client is an Independent Financial Advisory firm managing more than £40m of Funds under Management. They have open architecture they can access all platforms and agencies w
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 Directly Authorised business in the South West, South East or the Midlands with £30m – £200m FuM looking to retire and sell your business? The Company Our client company was established in the summer of 2021 with offices based in Cheltenham and Exeter but client coverage across the South of England and the Midlands. The P
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
