Are you a Financial Advisor in South West England or South Wales and looking to retire or exit from the Financial Services industry? The Company This individual has 20 years’ experience within Financial Services and the last 14 running his own IFA business. As a Registered Individual of a multi-award winning Nationwide Company the firm o
Are you a East Midlands based Financial Advisor with c£20m – £90m FuM seeking retirement from financial services and wanting to sell to a local IFA practice? The Acquiring Company A local Independent financial advisor who has experience of building a highly successful IFA practice working with medical professionals and other high n
Are you a Surrey based Financial Advisor with c£15m FuM seeking retirement from financial services and wanting to sell to a local IFA? The Acquiring Company A local Independent financial advisor who has run his own advisory business for over 20 years is seeking to acquire a small client bank of up to c£15m FuM. With capital in the bank t
Are you a Financial Advisor / IFA Firm based in London or the Midlands looking to retire and want to sell to a family run IFA practice with open architecture with no immediate changes to investments or charges? Sell and retire This would suit Financial Advisors considering retirement and would like to support the client handover process
Are you an IFA based in London or East England looking to retire and sell your client bank to a well-established firm? Sell and retire – acquisition option This option would suit Financial Advisors with £5m to £20m FuM considering retirement and would like to handover clients to an experienced IFA for ongoing servicing. The Company Our c
Are you looking for a buyer who will acquire your company with a change of control so that there will be no changes nor repapering requirements for clients? The Company 2 Chartered individuals are looking to acquire a directly authorised business from a seller who is retiring who can demonstrate FCA compliant processes and a good complia
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
Are you a Financial Advisor / IFA firm looking to sell your business due to retirement or exit from Financial Services industry? Are you looking for your clients to be looked after by a financially robust firm with open architecture and no intention to shoehorn clients investments. Sell and retire This would suit Financial Advisors consi
Are you a Financial Advisor based in the Midlands and looking to retire and want your clients to be serviced by a local IFA? Sell and retire – acquisition option This option would suit Financial Advisors with £20m to £100m FuM considering retirement and would like to handover clients to an experienced IFA for ongoing servicing. Acq
Are you a Financial Advisor / IFA firm looking to sell your business due to retirement or exit from Financial Services industry? Are you looking for your clients to be look after by a financially robust firm with open architecture and no CIP so won’t be looking to shoehorn clients investments? Sell and retire This would suit Financial Ad
