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
The Company Our clients acquired this company over 5 years ago and have focused on growing it organically and through acquisitions. Their long-term goal is to reach £500m of FuM and with the businesses they have in pipeline currently, they should be at c£250m. Offering independent financial advice with open architecture to enable cl
The Company Our client is a directly authorised firm which was established in 2019. The firm is up to £70m FuM through organic growth and due to strong cash balances, one of their IFA’s is now looking to grow their client book through acquisitions. Offering independent financial advice with open architecture to enable clients to stay inv
Are you a medium to large size IFA Firm looking to sell your shares to an international private equity acquirer seeking to break into the UK IFA market? The Company This consortium of Private Equity investors comprises of UHNW highly successful business individuals who generally are the Alumni of a leading Business School in California,
Are you a Financial Adviser with up to £250m of FuM looking to sell your client bank to an established international firm? The Company Our client company have an international presence and are now looking to break into Europe. They have already acquired a DFM in Europe with c$600m FuM with two further offers in pipeline through ourselves
