IFA Acquisitions across the UK – highly competitive offering!

Buy-and-build IFA acquirers whose board is led by experienced heavy-weight industry leaders passionate about client-centric advice and exceptional delivery with the backing of private equity have already acquired £800m of assets under management and are seeking to acquire multiple firms ranging from Funds under Management of £50m upwards

Leading Scottish law firm looking for client banks in Scotland with £10m to £50m FuM

Would you like to sell your IFA client bank to the IFA division of one of Scotland’s leading law firms? The Company This IFA wealth management division was created over 10 years ago as a part of one of Scotland’s leading law firms which has a heritage of more than 250 years. With over 250 staff and 200 fee earners the firm is highly resp

Large multi-award winning firm offering 8% of total AuM to Nationwide IFAs

Offering retiring Advisers 8% of their total assets under management (AUM) if they transfer clients with a minimum of £10m to its DFM proposition. For that amount an adviser would be paid £800,000 (8%) Sell and go – Acquisition Deal Option Offering 8% of AuM transferred to our client’s inhouse investment proposition within 6 months

IFA retirement options with Nationwide hotspots

Are you a 1, 2 or 3 person IFA business seeking to sell to a long established independent financial advice business who values a business on EBITDA rather than just recurring income? Sell and retire or sell and stay acquisition options available The firm have set aside a budget (no gearing) of c£2m to acquire one or two high-quality firm

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