Are you a Financial Advisor looking to retire and want your clients to be serviced by a reputable Chartered Wealth Advisor whose office is based in Lombard Street and lives in North London, and someone who has a genuine care for client value and strong long-term relationships who is building his client bank through acquisition of small r
Are you a Financial Advisor or IFA firm based in Worcestershire looking to retire or exit from the Financial Services industry? The Company This Estate Agency and Lettings business with 6 offices spread across Worcestershire has a long established mortgage advice business with 12 Mortgage and Protection Advisors completing around 120 mor
Are you a Financial Advisor looking for an acquisition exit strategy with a highly successful financial advice business based in Northern Ireland? The Company This long-established financial services firm was established over 25 years ago and has developed an extensive client bank within a 35-mile radius of Belfast. With smart offices in
Are you a Financial Adviser with high net worth clients (minimum £250k client holdings) based around the Guildford area looking to retire and want your clients to be serviced by an experienced local IFA who is passionate about developing and maintaining a trusting long term relationship with his clients? The Company With a career history
Are you seeking a regional Chartered IFA firm based in the North West to acquire your IFA clients? This IFA business is experienced in acquisitions, having successfully completed on a dozen purchases to date. North West IFA Client Purchases They are open to acquiring either client banks from sole trader IFAs or IFA businesses within the
Does your IFA firm have £100m+ of AuA? If so, are you considering your future exit options and would like to merge with a privately owned, independent, Chartered Financial Planning firm? Acquisition option for IFA businesses holding significant AUA Our client is open to exploring the different acquisition options available and finding th
This local award-winning IFA based in Leeds with £30m of FuM is looking to continue their growth through acquiring clients from a retiring IFA Flexible exit strategy available for immediate retirement or deferred retirement Our client is open to exploring different timescales to fit with your ideal retirement date. Acquisition Deal Value
As an IFA based in the North East, would you prefer upon retirement for your clients to be handed to a local Financial Advisor with offices in Newcastle City Centre and Gateshead? Sell and retire – acquisition option This option would suit Financial Advisors seeking retirement and would take comfort in 2 highly experienced IFAs taking ov
Are you a Financial Advisor based in Kent and looking to retire? This existing, highly successful Financial Services firm are wanting to grow their wealth business through acquisitions. Sell and stay as a Financial Advisor – acquisition option This IFA Acquisition option is ideal for Financial Advisor seeking a capital event and remain a
Are you a Financial Advisor looking to retire and want your city clients to be serviced by an IFA firm who mixes traditional old-fashioned personal service by listening to client needs and using advanced modelling software which formulate an appropriate strategy to meet their bespoke needs? Sell and retire – acquisition option This
