The Company This acquiring firm is an established financial planning business overseeing more than £300m in assets. The firm currently employs 7 advisers, with a further 5 due to join shortly. With proven experience integrating IFA client segments and all acquisitions funded from cash reserves, the firm is well positioned for continued,
The Company This established independent advice firm has been operating for approximately 25 to 30 years and has built a strong reputation for long term client loyalty. The business currently manages close to £500 million of funds, with 11 advisers who still have capacity to onboard additional clients. The firm is well structured to ensu
If you’re a financial adviser or IFA business owner considering succession or growth, this acquirer offers a blend of strong valuations, post‑deal support and cutting‑edge technology designed to free you and your team to focus on clients. The Company Our client is a well funded through a family office and forward thinking acquirer focuse
The Company A fast growing, independent financial advice & wealth management group backed by a Family Office, combining a regulated advice business, a modern central investment proposition, and a fully in house technology platform. With more than £1.3bn AUM across the group and a strong presence in the South West and London, the busi
The Company This acquirer is a long standing, respected wealth management group with roots dating back to the 1980’s and led by a team with decades of experience. With £3.5bn AUM, strong private equity backing and ambitious plans to scale over the next few years, they offer sellers the reassurance of financial strength, operat
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
