The Company The acquiring party is a privately backed UK wealth management group led by experienced financial services professionals with backgrounds across investment management, client advice and operations. The business is in the early stages of building a long term, multi entity wealth management group and is approaching acquisitions
The Company Our client is an established international advisory group with a strong presence across Southeast Asia. The business is fully regulated offshore and is now seeking to establish its first UK presence through the acquisition of a directly authorised UK IFA firm. Their focus is on continuity, client retention and a smooth transi
The Company This acquiring firm is an established financial planning business overseeing more than £300m in assets. The firm currently employs 7 advisers, with a further 5 due to join shortly. With proven experience integrating IFA client segments and all acquisitions funded from cash reserves, the firm is well positioned for continued,
If you’re a financial adviser or IFA business owner considering succession or growth, this acquirer offers a blend of strong valuations, post‑deal support and cutting‑edge technology designed to free you and your team to focus on clients. The Company Our client is a well funded through a family office and forward thinking acquirer focuse
The Company This acquirer is a long standing, respected wealth management group with roots dating back to the 1980’s and led by a team with decades of experience. With £3.5bn AUM, strong private equity backing and ambitious plans to scale over the next few years, they offer sellers the reassurance of financial strength, operat
Our client is a respected financial adviser with over 10 years of experience and a proven track record of success. Having secured £1m in funding, they are keen to scale their business and expand their client base. Their ethos is centred on adding value to acquired businesses while maintaining trust and continuity for clients. Option – Se
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
