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
Are you a Retiring Financial Adviser with up to £20m of FuM and looking to sell your client bank and exit the industry? The Company Our client company is a growing wealth management firm based in North Wales. From a standing start, they have organically grown and have built their FuM up to c£7m with a short term goal of growing to £30m t
Are you a Retiring Financial Adviser in South Wales looking to sell your client bank to an established wealth management firm? The Company Established over 15 years ago with offices based in South Wales, our client is part of a directly authorised IFA firm that looks after £100m of FuM. The chartered individual who is looking to acquire
Are you a Financial Adviser with £80m+ FuM looking to sell part of your business to a well-established firm and stay on with an excellent employed remuneration package? The Company Our client company was established in 2014 with nationwide offices. They have grown their FuM to c£1.7bn through acquisitions. They have developed a tried and
Are you a Financial Adviser in South Yorkshire with up to £30m of FuM looking to retire and sell your client bank? The Company Our client company has offices based in South Yorkshire. They have £80m of FuM with plans to further grow their business through acquisitions and organic growth to £250m+ FuM. They currently have a team of 2 advi
Are you a Financial Adviser in the North West looking to semi-retire or exit from Financial Services with circa £10m of FuM or become an equity parter of a wealth business with excellent growth potential? The Company Our client company is an established General Insurance company which was originally founded in the 1960’s with offic
Are you a Retiring Financial Adviser looking to sell your client bank to an established wealth management firm? The Company Our client company is directly authorised and was established in 2013 with offices based in Devon. They have grown their FuM to £105m through acquisitions with 5 advisers and 7 support staff. Their proposition is cl
Are you a Financial Adviser in the North West looking to retire or exit from Financial Services with up to £20m of FuM with mostly pre-retirement clients? The Company Our client company was established in 2022 with offices based near Liverpool. This growing IFA business is looking to build upon their current level of FuM of £1.5m through
Are you a Financial Adviser in the South East looking to retire or exit from Financial Services with up to £50m of FuM? The Company Our client set up their company in 2019 initially as a Mortgage Brokerage. Recently, the owner has obtained CMCOB licence to provide full holistic financial planning advice and has grown from scratch their F
Are you a Financial Adviser in the South West / South Coast looking to retire or exit from Financial Services with up to £25m of FuM? The Company Our client company was established in 2018 with offices based in Bournemouth. Previously a Mortgage Adviser, the owner obtained CMCOB licence to provide holistic financial planning advice and h
