Would you like a well-established West Sussex based IFA firm to takeover the servicing of your clients? The Company – The company’s head office is based in Hailsham, West Sussex with 6 IFA’s and 5 Mortgage Brokers located in the South East (Sussex, Hampshire, Surrey and Kent). They have 4 in their support team and in-house complian
Are you a Financial Adviser looking to retire and want a professional IFA based in North East London to takeover the servicing of your clients? The Company – Our client is highly professional with broad knowledge of investments, pensions and trusts with experience of looking after high net worth clients. Living in North East London
Are you a Financial Adviser looking to retire and want a long-established Wealth Management operating in Northern England and North Wales to takeover your clients? The Company – Our client is a long-established wealth management firm of 19 years whom has developed a loyal HNW client bank across Northern England and North Wales to p
Are you looking to be acquired by an individual IFA based in Caterham, Surrey? The Company – Our client is a self-employed Independent Financial Adviser based near Caterham, Surrey. Degree educated, our client has over 10 years’ experience in Financial Service, initially via one of the UK’s largest home service financial advice bus
Are you a Financial Adviser looking to exit the industry through being acquired by a Chartered Financial Planning Partnership local to the North East? The Company Our client is a Chartered pension & investment advice partnership based in Newcastle / Gateshead area, providing financial advice to individuals and private companies. Pers
Are you a mortgage brokerage looking to exit the industry and leave your business in an excellent position? The Company – Our client is a leading mortgage network as well as one of the most recognised intermediary consumer brands, particularly in the independent estate agency sector for mortgage advice, winning over 70 national awards fo
Are you based near Crawley and looking to exit the industry or sell 50 – 100 surplus clients? The Company – Our client is a sole Independent Financial Adviser directly authorised by the FCA, established over 11 years ago and supported by 3 support staff from their office based near Crawley. Highly qualified, Pension Transfer Specia
Are you a Financial Adviser looking to retire and want your clients to be serviced by an experienced IFA partnership in Sheffield? The Company – Our client is a Chartered firm based in Sheffield. The owner / IFA’s have over 50 years industry experience of providing financial advice between them. They provide financial advice for personal
Are you a Financial Adviser looking to retire and want your clients to be serviced by an experienced IFA based in Guildford? The Company – Our client is an Independent Financial Adviser based in Guildford and he has been providing financial advice for over 22 years. Before becoming an Independent Financial Adviser 4 years ago, he h
Are you a sole trader IFA, small partnership or larger firm and looking to be acquired by a leading independent Wealth Management group with regional offices across the South of England? The Company – Our client is one of the South’s leading group of Independent Wealth Management Advisers & Investment Managers. Their journey be
