Are you a Financial Adviser considering retirement in circa 3 years’ time and want to be part of a forward thinking firm within London and the South East? The Company Our client company operates from prestigious premises in Central London and Dartford and is a partnership of likeminded people keen to offer first class service to clients
Are you a Financial Adviser or a small firm based within 80 miles of Bristol (M4 / M5 Corridors) considering retirement now or within the next 3 years and want your clients to continue receiving fully independent financial planning? Option 1 – Immediate Buy-out This is ideal if: You are considering retirement / semi-retirement now You w
Are you a Financial Adviser or firm looking to retire or exit from the Financial Services industry and leave your clients with a specialist Independent Wealth Management, Pension Advisory and leading Employee Benefits Consultancy firm? The Company – This Independent Financial Advisory firm has been specialising in providing pension
Are you a Financial Adviser with a minimum of £30m FuM looking to retire and want your clients to be serviced by a local IFA working for a specialist HNW advising IFA firm? The Company Our client company was established in 2008 and are an award-winning business that offers an exclusive network for high calibre IFAs. They have grown a str
Are you a Financial Planning firm looking to plan your retirement strategy within a highly respected Chartered IFA; whilst also having the opportunity to drive growth in your business? The Company This Chartered IFA firm has continued to grow profitably and is now highly respected as one of the largest Chartered Financial Planning firms
Are you an individual Financial Adviser looking to plan your retirement strategy with a guaranteed 15-year annuity payout worth circa 6 times recurring income (and could be considerably more)? The Company – This Chartered IFA firm has continued to grow profitably and is now highly respected as one of the largest Chartered Financial
Are you an IFA firm with minimum £100 million of Funds under Management with at least 4 RI’s, looking to sell your business, but stay on for a period of 3 years to transition and grow the business before retirement or exit from the Financial Services industry? The Company – Our client company is financially strong with a ‘plc’ pare
Are you a Financial Adviser looking to retire or exit from the Financial Services industry with £250k or more of recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Management firm. Established in 1990 and subsequently floated on the AIM stock Exchange it is now wholly owned b
Are you a Financial Adviser with a high net worth client bank looking to receive a capital event for your business and stay advising your clients on an employed basis? The Company – Our client company is financially strong with a ‘plc’ parent who is a leading name in the world of financial services. This national advice business is
Are you a Financial Adviser looking to retire or exit from the Financial Services industry? The Company – Our client company is a leading IFA and Discretionary Wealth Management firm, established in 1990 and is a public quoted company. They have circa 160 IFA’s fully supported by over 250 support staff in its centrally based admini
