South West

Are you a Financial Adviser looking to sell your client bank to a long established wealth management firm with c80 acquisitions under their belt?

The Company Our client company has been established for c20 years and has strong financial backing from a Private Equity investor. With 21 offices across the UK, they have a fantastic national footprint while benefiting from local regional hubs giving clients a more personable service. Providing wealth management and financial advisory s

Are you a Financial Adviser looking to sell your client bank to a long established wealth management firm?

The Company Our client has been established for over 40 years, providing wealth management and financial advisory services to c600 clients. They have £400m FuM and have plans to continue growing. Offering independent financial advice with open architecture to enable clients to stay invested on existing investment mandates They have an ex

Are you a Retiring Financial Adviser looking to sell your IFA business / client bank to a firm offering excellent passive fund choices where ongoing support and care of your clients is paramount?

The Company Our client company is a leading Passive Discretionary Fund Manager, managing c£2.5bn FuM where they have built up a network of partnering directly authorised IFA firms across the UK who embrace and outsource passive investing for their clients as a ‘buy-and-hold’ investment strategy, aiming to generate long term returns rathe

Are you a Financial Adviser looking to create a capital event and join a Global Wealth Management firm?

The Company Our clients are leading the creation of a multi-layer arrangement to acquire a global Financial Services firm as well as other IFAs both offshore and UK based. This global firm has a strong independent financial planning operation passported to give advice in 20 – 25 countries. There is an awareness that vast numbers of Briti

Forward thinking Fintech IFA seeking acquisitions of IFA businesses with c£500k of recurring income

Are you a Financial Adviser with c£500k of recurring income and looking to sell your client bank to a forward-thinking Fintech IFA company and stay on for 1-3 years in an authorised capacity to fully transition your clients? The Company Our client company was founded in 2017 and have fast become one of the few digital Independent Financi

Opportunity to create a capital event but continue to grow the business with an excellent employed remuneration package

Are you a Financial Adviser with £80m+ FuM looking to sell part of your business to a well-established firm and stay on with an excellent employed remuneration package? The Company Our client company was established in 2014 with nationwide offices. They have grown their FuM to c£1.7bn through acquisitions. They have developed a tried and

Established Wealth Management firm looking to acquire up to £50m of FuM in the South West

Are you a Retiring Financial Adviser looking to sell your client bank to an established wealth management firm? The Company Our client company is directly authorised and was established in 2013 with offices based in Devon. They have grown their FuM to £105m through acquisitions with 5 advisers and 7 support staff. Their proposition is cl

Growing IFA looking to acquire up to £25m of Funds under Management in the South West

Are you a Financial Adviser in the South West / South Coast looking to retire or exit from Financial Services with up to £25m of FuM? The Company Our client company was established in 2018 with offices based in Bournemouth. Previously a Mortgage Adviser, the owner obtained CMCOB licence to provide holistic financial planning advice and h

Wealth Management Firm looking to acquire a directly authorised business with up to £10m of FuM

Are you a Directly Authorised Financial Adviser looking to retire or exit from Financial Services with up to £10m of FuM? The Company Our client company was established in 2018 with offices based on the South Coast. They have grown their FuM to £65m with 2 advisers. Offering independent financial advice with open architecture to enable c

IFA Firm looking to acquire client banks within Buckinghamshire, Oxfordshire, Hertfordshire, Cambridgeshire, Taunton/Somerset or Exeter

Are you a Financial Advisor or firm based in Buckinghamshire, Oxfordshire, Hertfordshire, Cambridgeshire, Taunton/Somerset or Exeter and looking to retire or exit from the Financial Services industry? The Company This growing Wealth Management firm with £200m Funds Under Management has aspirations of doubling their FuM in 2023 through or

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