Early Capital Event – Sell & Stay

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

Retiring IFA – Immediate Buy-out

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

Retiring Advisers – Sell & Go

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

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