Forward thinking Fintech IFA seeking acquisitions of up to £200m FuM
Established National Acquirer has the capital and experience to acquire IFA businesses and/or clients
Opportunity to create a capital event but continue to grow the business with an excellent employed remuneration package
Wealth Management Firm looking to acquire a directly authorised business with up to £10m of FuM
Opportunity to obtain capital event worth 5x recurring income and stay on as an employed IFA
Are you a Financial Adviser with £10m+ FuM and looking to de-risk yourself by selling your clients to a well-established wealth management business for 5x recurring income paid upfront and stay on to service your book with an excellent employed remuneration package? The Company Our client company is a leading financial planning led IFA a
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
Immediate IFA client bank sale with 4x paid upfront, plus additional 1x after novation
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 (4x upfront guaranteed!)? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth
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
Directly Authorised IFA business looking to acquire firms with as little as £10m FuM to £100m FuM across England
Are you a Financial Adviser looking to retire or exit from Financial Services with as little as £10m FuM to £100m FuM? The Company Our client has its head office based in London however has acquired a series of IFA firms across the UK including a few in the South West of England covering Cornwall and Somerset . They are tech savvy, whils