Are you a Financial Advisor based in Northamptonshire with up to £25m of Funds under Management looking to retire and want your clients to be serviced by a directly authorised IFA firm with a successful track record of acquiring a similar size business? Sell and retire This option would suit Financial Advisors considering retirement and
Are you a Financial Advisor based in West Yorkshire, North West or North East regions looking to retire and want your clients to be serviced by two local Financial Advisers? Sell and retire This option would suit Financial Advisors considering retirement and would like to sell to father and son team of financial advisers who have capacit
Are you a Financial Advisor based within 35 miles of Leeds looking to retire and want your clients to be serviced by a directly authorised local Chartered IFA? Sell and retire This option would suit Financial Advisors considering retirement and would like to support the client handover process. Acquisition Deal Value Will pay between 3 a
Are you a Financial Advisor based in Essex or Cambridgeshire area looking to retire and want your clients to be serviced by a local IFA firm with 11 Financial Advisers who have experience of successfully acquiring other IFA firms? Sell and retire This option would suit Financial Advisors considering retirement and would like to support t
Boutique national IFA launched by leading industry figures who have successfully led acquisitions at previous firms have private equity backing to acquire IFA firms at a steady pace of £500m per annum USPs of Offering independence with open architecture Guaranteed deferred payments without future adjustment Once clients sign up to new cl
Are you a Financial Adviser with up to £30m who would ideally like to create a capital event by selling your clients whilst still wanting to stay on post sale for 2 to 4 years or longer in an employed capacity and gradually transfer clients to a new adviser prior to your exit? Preferred route – Option 1 – Sell & Stay This is id
Are you a Financial Adviser or a small firm based within 50 miles of Reading (M4 Corridor) considering retirement and want to sell or partner with a Chartered IFA firm with sound principles on acquiring firms whilst remaining fully committed to your clients Option 1 – Immediate Buy-out This is ideal if: You are considering retirement / s
Are you a Financial Advisory business with annual recurring income up to £500k and wanting a share sale, whilst having advised on DB Pension transfers? Acquisition options Sell and Go whilst undertaking handover meetings for a smooth transition Acquisition Deal Value Would consider paying 3 to 4 times recurring income for the right IFA b
Are you a Financial Advisor based in South Yorkshire or West Yorkshire with up to £30m FuM seeking retirement or exit from financial services? Acquisition option: Sell and Go This would suit an Adviser looking to retire or exit financial services, although be available for handover meetings to ensure there is a smooth transition. Acquisi
Are you an IFA with between £10m to £150m AuM, having a good reputation with clients with scope for growth and would ideally like the option of a full or partial sale where the owner / staff stays on post sale? Our impact investment client has branched out into Wealth Management Regulated by the FCA and a member of the British Venture Ca
