Are you a Retiring Financial Adviser in London / South East looking to sell your client bank to an established African wealth management firm seeking to expand into the UK. The Company The Managing Director has over 30 years of experience working in various financial institutions in the United Kingdom and Africa. He started his banking c
The Company Our client company has been established for c20 years and has strong financial backing from a Private Equity investor. With 21 offices across the UK, they have a fantastic national footprint while benefiting from local regional hubs giving clients a more personable service. Providing wealth management and financial advisory s
The Company Our client has been established for over 40 years, providing wealth management and financial advisory services to c600 clients. They have £400m FuM and have plans to continue growing. Offering independent financial advice with open architecture to enable clients to stay invested on existing investment mandates They have an ex
The Company Our client company is a leading Passive Discretionary Fund Manager, managing c£2.5bn FuM where they have built up a network of partnering directly authorised IFA firms across the UK who embrace and outsource passive investing for their clients as a ‘buy-and-hold’ investment strategy, aiming to generate long term returns rathe
The Company Our clients are leading the creation of a multi-layer arrangement to acquire a global Financial Services firm as well as other IFAs both offshore and UK based. This global firm has a strong independent financial planning operation passported to give advice in 20 – 25 countries. There is an awareness that vast numbers of Briti
The Company Our client is a newly established company based in Buckinghamshire who have strong financials with funding in place to help them achieve their long term goal of £300m – £400m FuM. Offering independent financial advice with open architecture to enable clients to stay invested on existing investment mandates Option – Sell
The Company Our client company is an established Chartered Accountancy with over 3,000 clients with a separate Wealth Management division based in London. They are keen to grow their Wealth Division which currently has c£15m FuM through acquisitions. They have strong financials and with the injection of personal cash from shareholders /
The Company Our client started their career out in Financial Services for a large investment management firm and being promoted to a senior equity research position before having a career change and going into the Tech industry where they founded their own IT company. They grew this company organically and through acquisitions therefore
Are you a Financial Adviser with c£500k of recurring income and looking to sell your client bank to a forward-thinking Fintech IFA company and stay on for 1-3 years in an authorised capacity to fully transition your clients? The Company Our client company was founded in 2017 and have fast become one of the few digital Independent Financi
This well-established acquirer has secured a £10m funding facility meaning they are enjoying great success in the acquisition market as they aren’t facing delays with funding like many of their competitors. As a result, they completed on 4 acquisitions in 2024 alone. Acquisition Deal Value They will consider paying 3.5 to 4.5
