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
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
