Specialist Protection Brokerage looking to grow through acquisition

Are you a Protection Broker looking to retire or exit from Financial Services and sell to a specialist protection brokerage The Company Our client company was established in 2016 with offices based in Greater Manchester. They have a team of telesales protection advisers with a turnover of circa £2m per annum. The firm are rated 4.9 stars

Established IFA on the south coast looking to acquire up to £25m of FuM

Are you an IFA who is an advocate of passive funds based near the South Coast (Sussex) and looking to sell your client bank to a likeminded IFA firm? The Company  Our client is an Independent Financial Advisory firm managing more than £40m of Funds under Management. They have open architecture they can access all platforms and agencies w

South East based IFA looking to acquire up to £15m FuM

Are you a Surrey based Financial Advisor with c£15m FuM seeking retirement from financial services and wanting to sell to a local IFA? The Acquiring Company A local Independent financial advisor who has run his own advisory business for over 20 years is seeking to acquire a small client bank of up to c£15m FuM. With capital in the bank t

A buyer who will acquire your company for a change of control

Are you looking for a buyer who will acquire your company with a change of control so that there will be no changes nor repapering requirements for clients? The Company 2 Chartered individuals are looking to acquire a directly authorised business from a seller who is retiring who can demonstrate FCA compliant processes and a good complia

IFA firm looking to acquire client banks with up to £50m of Funds under Management in Midlands, Leeds, North West or London area but will consider all areas of the UK including Northern Ireland

Are you a Financial Advisor / IFA firm looking to sell your business due to retirement or exit from Financial Services industry? Are you looking for your clients to be look after by a financially robust firm with open architecture and no CIP so won’t be looking to shoehorn clients investments? Sell and retire This would suit Financial Ad

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