The Company Our client is a highly respected investment bank based in London, specialising in delivering cross-asset investment solutions to high-net-worth individuals, IFAs, hedge funds, and pension funds. With a strong reputation for innovation and client care, they are now looking to expand their footprint through the acquisitio
Looking for Financial Advisers Considering Succession or Growth If you’re a financial adviser running an IFA firm and thinking about the next chapter for your business, this opportunity could be exactly what you’re looking for. The Company Our client is a highly respected IFA group with a strong reputation for integrity and client
The Company Our client has almost 15 years experience as a Financial Advisor. They have recently established their own business with offices based in Bath and have grown their FuM to £15m which they are looking to add to. Providing wealth management and financial advisory services to 40 households therefore have capacity to grow the
The Company Our client company was established in 2004 with offices based in West Wiltshire. They have grown their FuM to £300m with 2 advisers and 12 support staff. Offering independent financial advice with open architecture to enable clients to stay invested on existing investment mandates The firm have strong financials evidenced by
The Company Our client is currently based in Dubai advising international clients, and they are now looking for a UK license so they can continue advising their clients when they move back to the UK. Therefore, they are seeking ideally a shell company which is directly authorised so they can apply for a change in control application with
The Company Our client is a Chartered Accountancy firm with an IFA arm. They have 4 offices across the South East and South West with almost 100 staff. The Accountancy side of the firm has grown significantly so they are now looking to focus on growing the Wealth Management side. Substantial funding in place to support their growth plans
The Company Our client company was established in 2021 with offices based in London. They have grown their FuM to £190m FuM with 7 advisers. They offer independent financial advice with open architecture to enable clients to stay invested on existing investment mandates. The firm have strong financials with funding in place to support t
The Company Our client company was established over 25 years ago and have grown their FuM to c£200m with 5 advisers who are all Chartered. They are looking to grow rapidly with the aim of reaching £1bn assets under management within the next 5 years. The firm have strong financials with funding in place to support their growth plans
The Company Our client has been in financial services for over 10 years so extensive knowledge of the industry. Most recently they have worked as a Managing Director for a Wealth Management firm where their primary focus was to oversee the growth of business. Now they are looking to venture out and create their own business. They have th
The Company Our client company is an exciting growing company who currently have £150m of FuM with HOTs agreed for businesses taking them up to £1bn of FuM. They have offices based in Cheltenham, London, Hereford and growing across the South West. Offering independent financial advice with open architecture to enable cli
