The Company Our client company was established in 2021 with offices based in London. They have grown their FuM to £40m with 5 Advisers providing wealth management and financial advisory services to c300 clients offering independent financial advice. Plus, they have a successful protection team in place meaning they are turning over half
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 is a Chartered Accountancy firm with an IFA arm. They have 4 offices across the South East and South West with almost 100 staff. The Accountancy side of the firm has grown significantly so they are now looking to focus on growing the Wealth Management side. Substantial funding in place to support their growth plans
Are you the owner of a sizeable IFA firm with upwards of £500m FuM and looking to create a capital event but carry on growing your firm as you aren’t ready to retire? Alternatively, this acquirer would consider businesses on the South East coast or in the North West with over £200m FuM to bolt on. The Company Our client company is
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 almost 20 years ago and has offices globally with their UK head office being in Surrey. Across the group, they are manging c£120m of FuM and are keen to grow through acquisitions in the UK as well as their Europe division. They have strong financials evidenced by their balance sheet to suppo
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 Financial Advice Firm with revenues of £2m+ looking to create a capital event either via a full or partial sale with 100% consideration payable upfront? This well-established European Wealth Management firm have a heritage stretching back to the 1800’s and are now looking to break into the UK market to expand their already sign
The Company Our client company was established in 2016 with offices based near London. They have grown their FuM to c£600m through acquisitions and organic growth. They have an excellent acquisition track record by having undertaken 9 previous acquisitions, where they have developed a tried and tested model of retaining clients. Plus, th
The Company Our client company is an exciting growing company who currently have £150m of FuM with HOTs agreed for businesses taking them up to £1bn of FuM. They have offices based in Cheltenham, London, Hereford and growing across the South West. Offering independent financial advice with open architecture to enable cli
