Our client is a respected financial adviser with over 10 years of experience and a proven track record of success. Having secured £1m in funding, they are keen to scale their business and expand their client base. Their ethos is centred on adding value to acquired businesses while maintaining trust and continuity for clients. Option – Se
If you’re considering retirement or seeking a smooth transition for your clients, this opportunity offers continuity, care, and a trusted home for your business. The Company A newly established, family-oriented wealth management business in the Midlands, backed by significant industry experience and strong financial resources.
The Company Our client is a highly respected investment bank based in London, specialising in delivering cross-asset investment solutions to high-net-worth individuals, IFAs, hedge funds, and pension funds. With a strong reputation for innovation and client care, they are now looking to expand their footprint through the acquisitio
Looking for Financial Advisers Considering Succession or Growth If you’re a financial adviser running an IFA firm and thinking about the next chapter for your business, this opportunity could be exactly what you’re looking for. The Company Our client is a highly respected IFA group with a strong reputation for integrity and client
The Company Our client is a dynamic and growth-focused financial planning practice. With a small, dedicated team, they have full funding in place and a strong appetite for strategic acquisitions. Their ethos centres on retaining and servicing clients directly, ensuring a smooth transition and long-term relationships. Options
The Company Our client is a highly qualified financial adviser with a unique background as a Chartered Accountant and former university lecturer. They have capacity to take on more clients therefore, with strong personal capital backing and a clear growth strategy, they are now seeking to acquire a client bank to expand their busin
The Company Our client is an experienced investor with a strong background in financial markets, having managed multi-billion-pound portfolios at leading institutions. Their vision is to acquire and grow an IFA business by introducing technological efficiencies, streamlining compliance, and enhancing client experience. They are committed
The Company Our client is led by seasoned professionals with decades of experience in financial services, corporate client management, and asset consolidation. Their strategy focuses on building a national brand, delivering cost efficiencies, and eventually developing an asset management arm. They value continuity and client relationship
The Company Our client has almost 15 years experience as a Financial Advisor. They have recently established their own business with offices based in Bath and have grown their FuM to £15m which they are looking to add to. Providing wealth management and financial advisory services to 40 households therefore have capacity to grow the
The Company Our client company was established in 2012 as the wealth arm of a highly successful accountancy practice with over 40 years of heritage and a turnover in excess of £7m. With 3 offices in the Midlands, they have built a strong presence and now manage FuM of £100m+ with 2 advisers and 5 support staff. They offer independent fin
