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
Are you a Financial Adviser with £80m+ FuM looking to sell part of your business to a well-established firm and stay on with an excellent employed remuneration package? The Company Our client company was established in 2014 with nationwide offices. They have grown their FuM to c£1.7bn through acquisitions. They have developed a tried and
Are you a Financial Adviser in the South East looking to retire or exit from Financial Services with up to £50m of FuM? The Company Our client set up their company in 2019 initially as a Mortgage Brokerage. Recently, the owner has obtained CMCOB licence to provide full holistic financial planning advice and has grown from scratch their F
Are you a Directly Authorised Financial Adviser looking to retire or exit from Financial Services with up to £10m of FuM? The Company Our client company was established in 2018 with offices based on the South Coast. They have grown their FuM to £65m with 2 advisers. Offering independent financial advice with open architecture to enable c
