The Company This acquiring firm is an established financial planning business overseeing more than £300m in assets. The firm currently employs 7 advisers, with a further 5 due to join shortly. With proven experience integrating IFA client segments and all acquisitions funded from cash reserves, the firm is well positioned for continued,
The Company This directly authorised independent wealth management firm has grown rapidly to a significant level of funds under management with further substantial onboarding underway. The business has clear ambitions to reach £1bn of funds under management within the next three years through a blend of adviser recruitment and targeted a
The Company This is a Chartered and fully independent financial planning firm established in 2024 with approximately 35 million pounds of funds under management. The principal has previous acquisition experience and delivers high quality personalised financial planning, predominantly through video meetings due to client preference howeve
If you’re a financial adviser or IFA business owner considering succession or growth, this acquirer offers a blend of strong valuations, post‑deal support and cutting‑edge technology designed to free you and your team to focus on clients. The Company Our client is a well funded through a family office and forward thinking acquirer focuse
The Company Our client is a highly respected investment bank based in London, specialising in delivering cross-asset investment solutions to high-net-worth individuals, IFAs, hedge funds, and pension funds. With a strong reputation for innovation and client care, they are now looking to expand their footprint through the acquisitio
Looking for Financial Advisers Considering Succession or Growth If you’re a financial adviser running an IFA firm and thinking about the next chapter for your business, this opportunity could be exactly what you’re looking for. The Company Our client is a highly respected IFA group with a strong reputation for integrity and client
The Company Our client is currently based in Dubai advising international clients, and they are now looking for a UK license so they can continue advising their clients when they move back to the UK. Therefore, they are seeking ideally a shell company which is directly authorised so they can apply for a change in control application with
The Company Our client company was established in 2021 with offices based in London. They have grown their FuM to £190m FuM with 7 advisers. They offer independent financial advice with open architecture to enable clients to stay invested on existing investment mandates. The firm have strong financials with funding in place to support t
The Company Our client company was established over 25 years ago and have grown their FuM to c£200m with 5 advisers who are all Chartered. They are looking to grow rapidly with the aim of reaching £1bn assets under management within the next 5 years. The firm have strong financials with funding in place to support their growth plans
Are you a medium to large size IFA Firm looking to sell your shares to an international private equity acquirer seeking to break into the UK IFA market? The Company This consortium of Private Equity investors comprises of UHNW highly successful business individuals who generally are the Alumni of a leading Business School in California,
