Are you a Financial Advisor based within 50 miles radius of Weybridge, Surrey looking to sell your client bank due to retirement or exit from Financial Services industry? The Acquiring Company An exciting new IFA firm with its Head Office near Leeds and satellite office in Weybridge, Surrey is seeking to acquire an existing IFA client ba
Are you a Financial Advisor based within London and The Home Counties looking to retire and want your clients to be serviced by a directly authorised local Private Wealth IFA with offices in Mayfair and Middlesex? Sell and retire This option would suit Financial Advisors considering retirement and would like to support the client handove
Are you a Financial Advisor based in Essex or Cambridgeshire area looking to retire and want your clients to be serviced by a local IFA firm with 11 Financial Advisers who have experience of successfully acquiring other IFA firms? Sell and retire This option would suit Financial Advisors considering retirement and would like to support t
Boutique national IFA launched by leading industry figures who have successfully led acquisitions at previous firms have private equity backing to acquire IFA firms at a steady pace of £500m per annum USPs of Offering independence with open architecture Guaranteed deferred payments without future adjustment Once clients sign up to new cl
Are you a Financial Adviser with up to £30m who would ideally like to create a capital event by selling your clients whilst still wanting to stay on post sale for 2 to 4 years or longer in an employed capacity and gradually transfer clients to a new adviser prior to your exit? Preferred route – Option 1 – Sell & Stay This is id
Are you a Financial Adviser or a small firm based within 50 miles of Reading (M4 Corridor) considering retirement and want to sell or partner with a Chartered IFA firm with sound principles on acquiring firms whilst remaining fully committed to your clients Option 1 – Immediate Buy-out This is ideal if: You are considering retirement / s