Are you a Financial Advisor based across the South East looking to sell or merge with a holding firm which recently merged two successful IFA businesses? Sell and retire – acquisition options This option would suit Financial Advisors or IFA businesses considering retirement immediately or at some point in the future. Wholly owned a
Are you interested in selling your IFA business (any deal size from £50m upwards, no maximum) to one of the UK’s largest and highly respected Wealth Managers with over £50 billion of Assets under Management and where acquisition deals are non-contingent on moving to their inhouse investment solutions plus vendors will not be penali
Are you an IFA based around Watford or north of the M25 and want to retire within the next year, ensuring your clients having a smooth transition to a well-established sole adviser firm? This deal is ideal for IFAs: Wanting to retire from being an IFA within the next year Want to ensure your clients go through a smooth transition period
Are you a Financial Adviser looking for an acquisition exit strategy with a highly successful IFA firm based just outside of Watford? The Company Our client is directly authorised by the FCA, with open architecture to access all platforms and providers; they predominantly use Old Mutual Wealth platform with 5 separate model portfolios ac
Are you a Financial Advisor based in East Anglia seeking retirement or exit from the financial services? Acquisition options: Sell and Go This would suit an Adviser looking to give up being an Authorised Adviser, although be available for handover meetings to ensure there is a smooth transition. Sell and Stay This option would suit Advis
Are you a Financial Advisory business based in London or Home Counties serving UK nationals or ex-Pat clients and wanting to sell to a long-established privately owned IFA firm with offices in the UK and across the world? Acquisition options Sell and retire or sell and stay Acquisition Deal Value Would consider paying 3 to 4 times recurr
Are you a Financial Advisor based in the West Midlands seeking retirement or exit from the financial services? Acquisition options: 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. Acquisition Deal Value Offering compet
Are you a Financial Advisor(s) based in South London, or the South East wanting to sell your IFA business to an experienced Acquirer with added expertise and financial backing of one of the industry’s top Acquisition Guru’s looking to help grow the firm from £150m FuM to £1bn FuM over the next 3 – 5 years? Sell and retire – a
Are you a Financial Advisor based in SE London, Kent, Sussex or Essex looking to retire and sell to a full-service wealth management practice led by a Chartered Financial Planner? Sell and retire – acquisition option This option would suit Financial Advisors considering retirement with £15m – £60m of Funds under Management. A
Are you a 1, 2 or 3 person IFA business seeking to sell to a long established independent financial advice business who values a business on EBITDA rather than just recurring income? Sell and retire or sell and stay acquisition options available The firm have set aside a budget (no gearing) of c£2m to acquire one or two high-quality firm
