Are you a current Financial Adviser looking to alleviate pressure by segmenting your clients and selling your lower tiers, which will help you to achieve semi-retirement or focus on growing your high value clients? The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread
Are you a current Financial Adviser weighing up your exit strategies and would like an established advisory firm, with local Advisers to provide you with a competitive capital event for your client bank? The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread acr
Are you a current Financial Adviser looking to alleviate pressure by segmenting your clients and selling your lower tiers. This will help you to achieve semi-retirement or focus on growing your high value clients, plus receive a highly competitive multiple of recurring income. The Company Our client company have a team of highly trained,
Are you looking to handover your clients through a structured process to a Wealth Management firm based in the City of London? The Company Our client is a Wealth Management business based in the City of London, that has developed a strong team of 60 combined of Wealth Planners and effective support staff. With a core philosophy of
Are you an owner / principal of an IFA firm looking to utilise an exit strategy with a small Yorkshire based business with highly respected management individuals? The Company – This owner-managed independent financial advice firm based in Harrogate is led by a prominent figure within the pensions industry. In addition, their Chairman is
Are you a Financial Adviser looking ahead and want to de-risk your exit strategy by becoming a Partner of a growing IFA group (whilst retaining control of your own business) and ability to exercise the full buy-out when you are ready? The Company – This independent financial advice group has grown significantly since its inception in 201
Would you like a local Chartered Financial Planning firm based in Marlow, Bucks to takeover the servicing of your clients? The Company – Our client is a firm of Chartered Financial Planners based in Marlow, Buckinghamshire with a growing presence in southern England. The firm was founded by a group of experienced financial planning
Would you like a local Chartered IFA firm based in the South West to takeover the servicing of your clients? The Company – Our client company is a leading Chartered IFA firm, directly authorised with the FCA and based in Plymouth. They have 10 IFA’s operating across the South West with a large client bank across Cornwall, Devon, So
Do you have a HNW client bank of City professionals and want a specialist in this arena to continue providing expert advice? The Company – Our client is a high performing wealth management business based in the City of London, whose principal has consistently been awarded as one of the top Advisers for initial advice fees within on
Long-established advisory firm serving business owners and private clients in London and the South East The Company – Our client company is a long established financial advisory business of over 30 years, serving Business Owners and Private Clients in London and the South East. Their head office is based near Tunbridge Wells. The f
