Are you an IFA firm with minimum £100 million of Funds under Management with at least 4 RI’s, looking to sell your business, but stay on for a period of 3 years to transition and grow the business before retirement or exit from the Financial Services industry? The Company – Our client company is financially strong with a ‘plc’ pare
Are you a Financial Adviser looking to retire or exit from the Financial Services industry with £250k or more of recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Management firm. Established in 1990 and subsequently floated on the AIM stock Exchange it is now wholly owned b
Are you a Financial Adviser with a high net worth client bank looking to receive a capital event for your business and stay advising your clients on an employed basis? The Company – Our client company is financially strong with a ‘plc’ parent who is a leading name in the world of financial services. This national advice business is
Are you a Financial Adviser looking to retire or exit from the Financial Services industry? The Company – Our client company is a leading IFA and Discretionary Wealth Management firm, established in 1990 and is a public quoted company. They have circa 160 IFA’s fully supported by over 250 support staff in its centrally based admini
Are you a Financial Adviser looking to retire or exit from the Financial Services industry? The Company – Our client company is financially strong with a ‘plc’ parent who is a leading name in the world of financial services. This national advice business is seeking to grow its UK footprint by acquiring IFA client banks and business
