South East

Are you a Retiring Financial Adviser in the South East looking to sell your client bank?

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

Forward thinking Fintech IFA seeking acquisitions of IFA businesses with c£500k of recurring income

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

Established North West firm has the capital and experience to acquire IFA clients

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

Opportunity to create a capital event but continue to grow the business with an excellent employed remuneration package

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

IFA firm looking to grow through acquiring up to £50m FuM

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

Wealth Management Firm looking to acquire a directly authorised business with up to £10m of FuM

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

IFA Firm looking to acquire client banks within Buckinghamshire, Oxfordshire, Hertfordshire, Cambridgeshire, Taunton/Somerset or Exeter

Are you a Financial Advisor or firm based in Buckinghamshire, Oxfordshire, Hertfordshire, Cambridgeshire, Taunton/Somerset or Exeter and looking to retire or exit from the Financial Services industry? The Company This growing Wealth Management firm with £200m Funds Under Management has aspirations of doubling their FuM in 2023 through or

Wealth Management firm seeking to acquire IFA business in the South East or South Midlands

Are you a Financial Adviser firm based between the South East and South Midlands looking to sell or merge your business and continue advising? The Company Our client company was founded with over 115 years of history behind them and is an ambitious and extremely well-established independent wealth management firm. They have an impressive

IFA Firm looking to acquire a financial service business in the South East

Are you a Financial Adviser looking to exit from Financial Services with up to £100k of recurring income and £10m to £15m FuM and seeking an experienced Chartered IFA firm with offices in Essex to acquire your client bank? The Company Based in Essex and established over 10 years ago, our client is a directly authorised independent firm w

IFA Firm looking to acquire a financial service business in the South East or South Midlands

Are you a Financial Adviser in London, South East or South Midlands looking to retire or exit from Financial Services and want your clients to continue receiving independent financial advice? The Company Our client company is a well-established IFA firm founded in 2002 which is led by a highly experienced individual. They are an authoris

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South East

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