The Company Our client company was established in 2004 with offices based in West Wiltshire. They have grown their FuM to £300m with 2 advisers and 12 support staff. Offering independent financial advice with open architecture to enable clients to stay invested on existing investment mandates The firm have strong financials evidenced by
The Company Our client has been advising in the middle east since 2015 and has built up a loyal client bank which consists of most UK ex-pats up c£20m FuM. As such, many of their clients are now relocating back to the UK so they are wanting to create a UK hub so they can continue to service these clients and continue growing in the UK. T
The Company Established in 2008, our client has grown organically to manage just shy of £500m of FuM across 700 clients. The team consists of 30 staff, including 10 regulated IFAs, with 4 Directors (including the founder), and 6 dedicated IFAs focus solely on providing high-quality advice. The firm has strong financial backing to support
The Company Our client company was established in 2021 with offices based in London. They have grown their FuM to £40m with 5 Advisers providing wealth management and financial advisory services to c300 clients offering independent financial advice. Plus, they have a successful protection team in place meaning they are turning over half
The Company Our client is currently based in Dubai advising international clients, and they are now looking for a UK license so they can continue advising their clients when they move back to the UK. Therefore, they are seeking ideally a shell company which is directly authorised so they can apply for a change in control application with
The Company Our client is a Chartered Accountancy firm with an IFA arm. They have 4 offices across the South East and South West with almost 100 staff. The Accountancy side of the firm has grown significantly so they are now looking to focus on growing the Wealth Management side. Substantial funding in place to support their growth plans
The Company Our client has been in Financial Services for over 25 years and set up their own company 10 years ago with offices based in Manchester. They have grown their FuM to over £80m and have completed one acquisition previously, so they have experience of acquiring and retaining clients. Offering Financial Planning and Discreti
Are you the owner of a sizeable IFA firm with upwards of £500m FuM and looking to create a capital event but carry on growing your firm as you aren’t ready to retire? Alternatively, this acquirer would consider businesses on the South East coast or in the North West with over £200m FuM to bolt on. The Company Our client company is
Are you a directly authorised financial advice business with £25m to £50m of FuM looking to create a capital event but stay on post sale? The Company Our client is a newly established financial technology firm with their own investment platform. Backed by a Venture Capital firm, they have funding secured to achieve their ambitious growth
Are you a Retiring Financial Adviser with up to £40m looking to sell your client bank? The Company Our client set up their company in 2015 and are based in Cheshire. They are part of a network and have been working in a supervisory position alongside running their own business. They are now looking to focus solely on growing their c
