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
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
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
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
Are you a Financial Adviser based in London or South East looking to retire or exit from Financial Services with up to £30m of FuM and wanting to sell your client bank to an IFA company who provides their clients with a holistic approach to wealth management? The Company This boutique IFA firm is based in London and was established in 20
Are you a directly authorised Financial Adviser in London or Manchester with a relatively small client bank looking to exit from Financial Services or create a capital event and stay post sale? The Company Our client company is an emerging financial advice firm with offices based in London and Manchester who offer wealth management and t
Are you a Financial Adviser looking to retire or exit from Financial Services with £100m to £150m FuM and staff in the business who are eager to remain? The Company Based in London and established in 2016, our client company is a financial advisory business specialising in private equity transactions including hedge funds and venture cap
Are you a Financial Adviser in the South East looking to retire or exit from Financial Services with up to £50m FuM and want to leave your client bank with an established independent financial advice firm? The Company Our client company was established in 2018 with offices based in Surrey. They have grown their FuM to £170m with £800k in
Are you a Financial Advisory business with £50m to £200m of FuM and wanting to sell to a fully independent firm who isn’t looking to make any changes to investments or charges during the deferred period? Acquisition options Sell and Go whilst undertaking handover meetings for a smooth transition Acquisition Deal Value Would consider payi
Are you a Financial Adviser with £200k+ of recurring income and looking to de-risk yourself and sell your clients to a well-established wealth management business for 6x recurring income paid upfront and stay on and service your book? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Manageme
