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
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
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 have now sold their share and acquired a directly authorised business as they wanted to break off on their own. They cu
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
Are you a Financial Advisor / Owner with £20m – £200m of funds under management and looking to sell your business to a first-class IFA business which has been established for over 70 years?! Sell and retire This acquirer is happy with Financial Advisors looking to retire or exit financial services. They would expect the retiring ad
Are you a Financial Advisor / IFA firm with £100m+ of Funds Under Management and looking to sell your business to a well-capitalised nationwide independent financial advice and fund management group? Sell and stay Their preference is for Financial Advisors who are looking to retire in 2-4 years but looking to create a capital event now a
Are you a Financial Advisor / IFA firm looking to sell your business due to retirement or exit from Financial Services industry? Are you looking for your clients to be look after by a financially robust firm with open architecture and no CIP so won’t be looking to shoehorn clients investments? Sell and retire This would suit Financial Ad
Are you a Financial Advisor with up to £100m Funds Under Management looking to retire and want to sell to an IFA practice with open architecture with no immediate changes to investments or charges? Sell and stay Would be happy to look at an Advisor staying on post sale for up to 2 years. They typically pay their advisors a £50k basic and
Are you a Financial Advisor looking to sell your client bank due to retirement or exit from Financial Services industry? The Acquiring Company This Private Wealth Management business is a boutique firm of independent financial advisers based in London and Nottingham, with group locations in Wolverhampton, Newcastle upon Lyme and Bridgnor
Are you looking for a long-established and well-respected listed Acquirer offering independent financial advice with super-fast industry leading payment terms? Company Our client is a highly profitable National Financial Advisory Group with AUM of c.£15bn. With an EBITDA margin of over 30% the company have robust financials in terms of p
