Are you a medium to large size IFA Firm looking to sell your shares to an international private equity acquirer seeking to break into the UK IFA market? The Company This consortium of Private Equity investors comprises of UHNW highly successful business individuals who generally are the Alumni of a leading Business School in California,
Are you a Retiring Financial Adviser with up to £30m of FuM looking to sell your client bank to an established wealth management firm? The Company Our client is a directly authorised business which was established in 2017 with offices based in Yorkshire and London. Offering independent financial advice with open architecture to enable cl
Are you a Financial Adviser with up to £250m of FuM looking to sell your client bank to an established international firm? The Company Our client company have an international presence and are now looking to break into Europe. They have already acquired a DFM in Europe with c$600m FuM with two further offers in pipeline through ourselves
Are you a Retiring Financial Adviser in London / South East looking to sell your client bank to an established African wealth management firm seeking to expand into the UK. The Company The Managing Director has over 30 years of experience working in various financial institutions in the United Kingdom and Africa. He started his banking c
The Company This directly authorised independent wealth management firm is based in the North West. They are a chartered and a well-established business with nearly 20 years in the industry. They have an impressive c£220m FuM and c£1.5m recurring income, with 4 advisors and 5 support staff. The firm has robust funding in place to support
The Company Our client company has been established for c20 years and has strong financial backing from a Private Equity investor. With 21 offices across the UK, they have a fantastic national footprint while benefiting from local regional hubs giving clients a more personable service. Providing wealth management and financial advisory s
The Company Our client has been established for over 40 years, providing wealth management and financial advisory services to c600 clients. They have £400m FuM and have plans to continue growing. Offering independent financial advice with open architecture to enable clients to stay invested on existing investment mandates They have an ex
The Company Our client company is a leading Passive Discretionary Fund Manager, managing c£2.5bn FuM where they have built up a network of partnering directly authorised IFA firms across the UK who embrace and outsource passive investing for their clients as a ‘buy-and-hold’ investment strategy, aiming to generate long term returns rathe
Are you a Financial Advisor based in the North East looking to retire and want your clients to be serviced by an IFA firm ranked as one of the Top 100 Financial Advisers in the country at the prestigious Financial Times Adviser Top 100 Financial Adviser awards? Sell and retire – acquisition option This option would suit Financial A
The Company Our clients are leading the creation of a multi-layer arrangement to acquire a global Financial Services firm as well as other IFAs both offshore and UK based. This global firm has a strong independent financial planning operation passported to give advice in 20 – 25 countries. There is an awareness that vast numbers of Briti
