Are you a Financial Adviser with £100k+ of recurring income and looking to sell your client bank to a long established wealth management firm with over 125 acquisitions under their belt for a market leading 6x recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Management firm
Are you a Financial Adviser with a minimum of £100k recurring income and looking to sell your client bank to a long established wealth management firm with over 125 acquisitions under their belt for a market leading 6x recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Manage
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
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
Are you a Directly Authorised business in the South West, South East or the Midlands with £30m – £200m FuM looking to retire and sell your business? The Company Our client company was established in the summer of 2021 with offices based in Cheltenham and Exeter but client coverage across the South of England and the Midlands. The P
Are you a Financial Adviser looking to retire or exit from Financial Services with as little as £10m FuM to £100m FuM? The Company Our client has its head office based in London however has acquired a series of IFA firms across the UK including a few in the South West of England covering Cornwall and Somerset . They are tech savvy, whils
Are you a Financial Advisor / Owner with £20m – £200m of funds under management and looking to sell your business to a first-class IFA business which has been established for over 70 years?! Sell and retire This acquirer is happy with Financial Advisors looking to retire or exit financial services. They would expect the retiring ad
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
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
Are you a Financial Advisor / IFA firm with £100m+ of Funds Under Management and looking to sell your business to a well-capitalised nationwide independent financial advice and fund management group? Sell and stay Their preference is for Financial Advisors who are looking to retire in 2-4 years but looking to create a capital event now a
