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
Would you like a local Chartered Financial Planning firm based in Marlow, Bucks to takeover the servicing of your clients? The Company – Our client is a firm of Chartered Financial Planners based in Marlow, Buckinghamshire with a growing presence in southern England. The firm was founded by a group of experienced financial planning
Long-established advisory firm serving business owners and private clients in London and the South East The Company – Our client company is a long established financial advisory business of over 30 years, serving Business Owners and Private Clients in London and the South East. Their head office is based near Tunbridge Wells. The f
Would you like a well-established West Sussex based IFA firm to takeover the servicing of your clients? The Company – The company’s head office is based in Hailsham, West Sussex with 6 IFA’s and 5 Mortgage Brokers located in the South East (Sussex, Hampshire, Surrey and Kent). They have 4 in their support team and in-house complian
Are you looking to be acquired by an individual IFA based in Caterham, Surrey? The Company – Our client is a self-employed Independent Financial Adviser based near Caterham, Surrey. Degree educated, our client has over 10 years’ experience in Financial Service, initially via one of the UK’s largest home service financial advice bus
Are you a mortgage brokerage looking to exit the industry and leave your business in an excellent position? The Company – Our client is a leading mortgage network as well as one of the most recognised intermediary consumer brands, particularly in the independent estate agency sector for mortgage advice, winning over 70 national awards fo
