Are you a Financial Advisor with up to £100m Funds Under Management looking to retire and want to sell to an IFA practice with open architecture with no immediate changes to investments or charges? Sell and stay Would be happy to look at an Advisor staying on post sale for up to 2 years. They typically pay their advisors a £50k basic and
Are you an IFA based within the M25 or surrounding areas and looking to create a capital event and stay on for a couple of years. Alternatively, you may want to retire within the next year, ensuring your clients having a smooth transition to a well-established firm? The Company Our client is a Directly Authorised, wholly Independent Fina
Are you looking for a buyer who is rated 5* on defaqto and isn’t looking to make any immediate changes to clients existing mandates as they are more focused on building relationship initially to build up that trust. They are keen to acquire directly authorised IFAs with c£30m – £100m of Funds under Management. The Company The compa
Are you a Financial Advisor looking to sell your client bank due to retirement or exit from Financial Services industry? The Acquiring Company This Private Wealth Management business is a boutique firm of independent financial advisers based in London and Nottingham, with group locations in Wolverhampton, Newcastle upon Lyme and Bridgnor
Are you a Financial Advisor based in London / South East and looking to sell your client bank to a well established firm who will look after your clients? The Company They were established over 15 years ago and are now recognised as one of the go-to firms for mortgages, investments, pensions and insurance. They pride themselves on gettin
Are you a Financial Advisor in Greater London or M25 Corridor and looking to retire or exit from the Financial Services industry? The Company This individual has 13 years’ experience within Financial Services. Having provided Paraplanning support to some of the City’s top IFAs this individual became a Registered Individual in 2021 for th
Are you a Financial Advisor based in London / South East and looking to sell your client bank to a well established firm who will look after your clients? The Company They were established over 15 years ago and are now recognised as one of the go-to firms for mortgages, investments, pensions and insurance. They pride themselves on gettin
Are you a Financial Advisor or firm based in Buckinghamshire, Oxfordshire, Hertfordshire, Cambridgeshire or Exeter and looking to retire or exit from the Financial Services industry? The Company This growing Wealth Management firm with £200m Funds Under Management has aspirations of doubling their FuM in 2023 through organic growth and f
Are you a Financial Advisor based within a 40-mile radius of Bridgwater looking to retire and want your clients to be serviced by a local Independent Financial Advisor? The Company With over 20 years of experience providing first class financial advice, our client brings a wealth of knowledge advising personal clients covering areas such
Are you seeking an IFA firm based in the Midlands with over 50 years’ experience with substantial cash balances to acquire your IFA Clients? Competitive Deal Options for share or asset purchases Offering between 3 – 4 x recurring income; each deal being considered on its own merits. The acquirer is open to both asset purchases and
