Are you a Financial Advisor based in Devon or Cornwall (from Okehampton to Falmouth) looking to retire and want your clients to be serviced by a local Independent Financial Advisor? The Company With a career history spanning over 20 years as a Financial Advisor and the last 10 years having established her own business our client brings a
Are you a Financial Advisor based along the South Coast / South Downs looking to retire or exit from the Financial Services industry? The Acquiring Company Over 20 years anniversary of establishment, this firm of Independent Financial Advisors is a friendly yet highly professional team. The team consist of 10 IFAs and 11 support staff. T
Are you a Financial Adviser with 40 – 60 clients based around Guildford looking to retire and want your clients to be serviced by a local Chartered Independent Financial Adviser? The Company With a career history spanning 32 years at NatWest with the last 16 years as a Private Investment Manager / Financial Adviser before establish
Are you a Cornish Financial Advisor or IFA firm looking to retire or exit from the Financial Services industry? The Acquiring Company This Truro based professional independent financial advice firm is led by an award winning Chartered Financial Planner with over 30 years’ experience who helps their clients achieve their life goals,
Are you a Financial Advice firm in Bristol or within our client’s footprint of Birmingham to Southampton wanting to sell to a firm that have grown both organically and through six acquisitions of other firms to date? The Acquiring Company Established 28 years ago, this financial advice business offers a well-established, tried and tested
Are you a Financial Adviser or firm based in Yorkshire, along M62 Corridor or M1 Corridor to Nottingham / Derby looking to retire or exit from the Financial Services industry? The Company This wealth business has restricted and fully independent arms. The group has funds under management of £600m with a turnover of £3.5m with 26 advisers
Are you a Financial Advisor based in South Wales (Newport to Swansea to Merthyr Tydfil) area looking to retire and want your clients to be serviced by an experienced local IFA who is passionate about growing his client bank to maintain a trusting long term relationship with your clients? The Acquirer With a career history spanning over 3
Are you a Financial Advisor based in North Yorkshire / North East looking to retire and want your clients to be serviced by an experienced and knowledgeable leader in Financial Services who has returned to advising and is seeking to grow his own sole Adviser IFA firm in North Yorkshire and 50 mile surrounding area of Harrogate. The Acqui
A Chartered Accountancy firm with 6 Offices across East Anglia has a substantial budget available to acquire local Independent Financial Advice firm(s) to create a financial planning division? The Acquirer This regional firm of Chartered Accountants has a heritage spanning 50 years and serves over 5,000 business clients. With a team of c
Are you a Financial Adviser or firm based in London or South East (south of the River Thames) looking to retire or exit from the Financial Services industry? The Company This family run Chartered IFA with offices in London’s Financial District and Borough of Bromley is seeking to acquire a couple of firms with circa £20m (or higher
