Forward thinking Fintech IFA seeking acquisitions of up to £200m FuM

Are you a Financial Adviser with up to £200m FuM looking to sell your client bank to a forward thinking Fintech IFA company? The Company Our client company was founded in 2017 and have fast become one of the few digital Independent Financial Advisers in the UK. They offer all the services of a traditional IFA but via their secure online

Sell your IFA client bank and achieve 5x recurring income

Are you a Retiring Financial Adviser with £10m+ FuM and looking to sell your client bank to a long established wealth management firm with over 60 acquisitions under their belt for a market leading 5x recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Management firm with ove


IFA looking to acquire a directly authorised firm with up £20m FuM

Are you a Financial Adviser based in Scotland looking to retire or exit from Financial Services with between £9m to £20m FuM? The Company Our client set their business up in 2013 and has helped grow it to £40m FuM. They are now selling their share as they wish to break off on their own and acquire a directly authorised firm for a change


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