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 a dynamic and growth-focused financial planning practice. With a small, dedicated team, they have full funding in place and a strong appetite for strategic acquisitions. Their ethos centres on retaining and servicing clients directly, ensuring a smooth transition and long-term relationships. Options
The Company Our client is led by seasoned professionals with decades of experience in financial services, corporate client management, and asset consolidation. Their strategy focuses on building a national brand, delivering cost efficiencies, and eventually developing an asset management arm. They value continuity and client relationship
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
