The Company Our client is a newly established company based in Buckinghamshire who have strong financials with funding in place to help them achieve their long term goal of £300m – £400m FuM. Offering independent financial advice with open architecture to enable clients to stay invested on existing investment mandates Option – Sell
The Company Our client company was established in 2016 with offices based in Lincolnshire. They have grown their FuM to £130m organically and through acquisitions. They have developed a tried and tested model having completed on 4 previous acquisitions. The firm have strong financials with funding in place to support their growth plans t
The Company Our client company was established in 2020 originally as Appointed Representatives before becoming directly authorised in 2022. They have grown their FuM to £22m organically with 2 advisers and 1 administrator. They offer independent financial advice with open architecture to enable clients to stay invested on existing
The Company Our client company is an established Chartered Accountancy with over 3,000 clients with a separate Wealth Management division based in London. They are keen to grow their Wealth Division which currently has c£15m FuM through acquisitions. They have strong financials and with the injection of personal cash from shareholders /
The Company Our client company was established in 2014 and has grown their FuM to c£20m organically. They are looking to continue to grow through acquiring small client banks and have strong financials with funding in place to support their growth plans. Offering independent financial advice with open architecture to enable clients to st
The Company Our client started their career out in Financial Services for a large investment management firm and being promoted to a senior equity research position before having a career change and going into the Tech industry where they founded their own IT company. They grew this company organically and through acquisitions therefore
Are you a Financial Adviser with c£500k of recurring income and looking to sell your client bank to a forward-thinking Fintech IFA company and stay on for 1-3 years in an authorised capacity to fully transition your clients? The Company Our client company was founded in 2017 and have fast become one of the few digital Independent Financi
Are you a Financial Adviser with £10m – £60m FuM looking to sell your client bank to an established wealth management firm with a tried and tested acquisition model? The Company Our client company is a well-established Financial Advisory firm with offices based in Chester. They have grown their FuM to c£165m through previous acquis
Are you a Financial Adviser with up to c£15m FuM looking to sell your client bank to an established wealth management firm? The Company Our client company is an Independent, Directly Authorised firm which was established in 2014 with offices based in Birmingham. The owner is the sole adviser in the business and currently has c£30m of FuM
This well-established acquirer has secured a £10m funding facility meaning they are enjoying great success in the acquisition market as they aren’t facing delays with funding like many of their competitors. As a result, they completed on 4 acquisitions in 2024 alone. Acquisition Deal Value They will consider paying 3.5 to 4.5
