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
Are you a Financial Advisory business with annual recurring income up to £500k and wanting a share sale, whilst having advised on DB Pension transfers? Acquisition options Sell and Go whilst undertaking handover meetings for a smooth transition Acquisition Deal Value Would consider paying 3 to 4 times recurring income for the right IFA b
Are you an IFA with between £10m to £150m AuM, having a good reputation with clients with scope for growth and would ideally like the option of a full or partial sale where the owner / staff stays on post sale? Our impact investment client has branched out into Wealth Management Regulated by the FCA and a member of the British Venture Ca
Are you a Financial Advisor based across the South East looking to sell or merge with a holding firm which recently merged two successful IFA businesses? Sell and retire – acquisition options This option would suit Financial Advisors or IFA businesses considering retirement immediately or at some point in the future. Wholly owned a
Are you interested in selling your IFA business (any deal size from £50m upwards, no maximum) to one of the UK’s largest and highly respected Wealth Managers with over £50 billion of Assets under Management and where acquisition deals are non-contingent on moving to their inhouse investment solutions plus vendors will not be penali
Are you an IFA based around Watford or north of the M25 and want to retire within the next year, ensuring your clients having a smooth transition to a well-established sole adviser firm? This deal is ideal for IFAs: Wanting to retire from being an IFA within the next year Want to ensure your clients go through a smooth transition period
