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
Are you based near Crawley and looking to exit the industry or sell 50 – 100 surplus clients? The Company – Our client is a sole Independent Financial Adviser directly authorised by the FCA, established over 11 years ago and supported by 3 support staff from their office based near Crawley. Highly qualified, Pension Transfer Specia
Are you a Financial Adviser looking to retire and want your clients to be serviced by an experienced IFA based in Guildford? The Company – Our client is an Independent Financial Adviser based in Guildford and he has been providing financial advice for over 22 years. Before becoming an Independent Financial Adviser 4 years ago, he h
Are you a sole trader IFA, small partnership or larger firm and looking to be acquired by a leading independent Wealth Management group with regional offices across the South of England? The Company – Our client is one of the South’s leading group of Independent Wealth Management Advisers & Investment Managers. Their journey be
Are you a Financial Adviser looking to retire and want your clients to be serviced by a specialist HNW IFA who is respected for her passion for providing quality advice? The Company – Our client is an experienced IFA, based near Woking, Surrey with 17 years’ experience in financial services. Her passion and purpose is to provide th
Are you a Financial Adviser considering retirement in circa 3 years’ time and want to be part of an established firm within the home counties? The Company – This established financial advisory firm and mortgage brokerage has been assisting clients for over 30 years! Their head office is in Harlow, Essex and have Advisers throughout
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
