Are you a Financial Advisor considering retirement and want your clients to be serviced by a well-established IFA with over 65 successfully completed acquisitions when you retire? Retirement option 1 – Sell and retire Are you seeking an immediate retirement and are ready to hang up your boots now? This IFA firm offers the opportun
This local IFA firm is looking to acquire a small client bank within the North East area The Acquirer Our client is an experienced Financial Adviser who has won awards throughout his career, before setting up his own directly authorized, local IFA firm in Stockton-on-tees. In 2015, he successfully went through the process of acquiring an
Are you looking for a long established holistic IFA firm based in the City of London to acquire your clients and having payment terms within 19 months? The Acquirer This holistic independent financial advisory firm truly believes in supporting their clients through providing impartial advice on their full financial planning affairs. Sinc
Are you looking for a small regional IFA firm offering coverage of the whole of South Wales from their office in Swansea to provide continuity of a local independent financial advice service to your clients on your retirement? The Acquirer Our client is a firm of directly authorised Independent Financial Advisers, based in Swansea Waterf
Are you looking for a North Yorkshire based IFA firm to acquire your clients and benefit from a smooth transition? The Acquirer This Independent Financial Advisory firm of nearly 20 years, is well established in the Yorkshire area. The two Directors comprise of a highly skilled Financial Adviser and a Paraplanner holding the Level 6 Char
Are you seeking a share purchase of your IFA firm based in Northern England and potentially may have various business owners with different desired exit dates? The Acquirer This acquirer has over 30 years’ experience within financial services and has an established Independent Financial Planning firm based in Harrogate, North Yorkshire.
Do you have 30 – 35 surplus clients with ideally £200k holdings or above, preferably on platform or suitable to moving to a platform? The Acquirer This directly authorised Independent Financial Advisory firm, with dual offices in Leeds and Isle of Wight has a combined level of experience of over 80 years! They currently have over
This highly knowledgeable Chartered Financial Planner is looking to acquire a Directly Authorised IFA business through a share purchase or asset purchase The Acquirer This acquirer is a passionate individual who has amassed over 30 years financial services experience and developed highly technical knowledge having proudly maintained his
Are you a Financial Adviser looking for an acquisition exit strategy with a highly successful Chartered firm of IFA’s based in Northern Ireland? The Company Our client is based in Northern Ireland and has built a respected reputation as part of one of the UK’s largest independent, Chartered financial planning firms in the UK. Estab
Are you a Financial Adviser considering your exit over next 1 – 5 years and would like to achieve up to 4 times recurring income?! The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread across the UK, including Scotland and Northern Ireland, since forming in 2006. With
