Are you a Financial Advisor based in Yorkshire or near to the M62 Corridor looking to sell your client bank due to retirement or exit from Financial Services? The Acquiring Company This family run Directly Authorised IFA business based in West Yorkshire was established in 1993. They manage c£85 million of Funds under Management with a te
The Company This Acquirer is a registered individual of a directly authorised independent financial advice business. They own their own client bank of £12m FuM generating £80k of RI (average 0.75%) and are seeking to acquire a client bank to top up their personal portfolio of clients by an additional £8m. Therefore, they are not looking
Are you a Financial Advisor or firm based in Buckinghamshire, Oxfordshire, Hertfordshire, Cambridgeshire, Taunton/Somerset or Exeter and looking to retire or exit from the Financial Services industry? The Company This growing Wealth Management firm with £200m Funds Under Management has aspirations of doubling their FuM in 2023 through or
Are you a Financial Adviser firm based between the South East and South Midlands looking to sell or merge your business and continue advising? The Company Our client company was founded with over 115 years of history behind them and is an ambitious and extremely well-established independent wealth management firm. They have an impressive
Are you a Financial Adviser in London or the Home Countries looking to sell your client bank and are interested in maintaining a relationship with the buyer firm through an ambassadorial role post sale? The Company This respectable independent wealth management firm was established in 2007 and is directly authorised. They strive to opera
Are you a Financial Adviser looking to exit from Financial Services with up to £100k of recurring income and £10m to £15m FuM and seeking an experienced Chartered IFA firm with offices in Essex to acquire your client bank? The Company Based in Essex and established over 10 years ago, our client is a directly authorised independent firm w
Are you a Financial Adviser looking to semi-retire from Financial Services or sell your client bank and continue advising post-sale? Does the prospect of supporting an emerging IFA business as it develops excite you? The Company Our client is an emerging IFA business led by a qualified Financial Adviser who is open to the seller staying
Are you based in the North West and looking to retire or exit from Financial Services and want to sell your client bank to a rising IFA firm with strong financials? Do you have a minimum of £10m FuM? The Company Our client company is a small sole trader practice with over 30 years’ experience in financial services. With offices in Manche
Are you a Financial Adviser in London, South East or South Midlands looking to retire or exit from Financial Services and want your clients to continue receiving independent financial advice? The Company Our client company is a well-established IFA firm founded in 2002 which is led by a highly experienced individual. They are an authoris
Are you a Financial Adviser based in London or South East looking to retire or exit from Financial Services with up to £30m of FuM and wanting to sell your client bank to an IFA company who provides their clients with a holistic approach to wealth management? The Company This boutique IFA firm is based in London and was established in 20
