Are you a Financial Advisor looking to retire and want your city clients to be serviced by an IFA firm who mixes traditional old-fashioned personal service by listening to client needs and using advanced modelling software which formulate an appropriate strategy to meet their bespoke needs? Sell and retire – acquisition option This
Are you a Financial Advisor considering retirement and want your clients to be serviced by a well-established IFA with over 65 successfully completed acquisitions when you retire? Retirement option 1 – Sell and retire Are you seeking an immediate retirement and are ready to hang up your boots now? This IFA firm offers the opportun
Are you looking for a long established holistic IFA firm based in the City of London to acquire your clients and having payment terms within 19 months? The Acquirer This holistic independent financial advisory firm truly believes in supporting their clients through providing impartial advice on their full financial planning affairs. Sinc
Do you have 30 – 35 surplus clients with ideally £200k holdings or above, preferably on platform or suitable to moving to a platform? The Acquirer This directly authorised Independent Financial Advisory firm, with dual offices in Leeds and Isle of Wight has a combined level of experience of over 80 years! They currently have over
Are you a Financial Adviser considering your exit over next 1 – 5 years and would like to achieve up to 4 times recurring income?! The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread across the UK, including Scotland and Northern Ireland, since forming in 2006. With
Are you a current Financial Adviser looking to alleviate pressure by segmenting your clients and selling your lower tiers, which will help you to achieve semi-retirement or focus on growing your high value clients? The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread
Are you a current Financial Adviser weighing up your exit strategies and would like an established advisory firm, with local Advisers to provide you with a competitive capital event for your client bank? The Company Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread acr
Are you a current Financial Adviser looking to alleviate pressure by segmenting your clients and selling your lower tiers. This will help you to achieve semi-retirement or focus on growing your high value clients, plus receive a highly competitive multiple of recurring income. The Company Our client company have a team of highly trained,
Are you looking to handover your clients through a structured process to a Wealth Management firm based in the City of London? The Company Our client is a Wealth Management business based in the City of London, that has developed a strong team of 60 combined of Wealth Planners and effective support staff. With a core philosophy of
Are you a Financial Adviser looking ahead and want to de-risk your exit strategy by becoming a Partner of a growing IFA group (whilst retaining control of your own business) and ability to exercise the full buy-out when you are ready? The Company – This independent financial advice group has grown significantly since its inception in 201
