South West

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

Chartered IFA firm looking to acquire a financial services business in Devon or Cornwall

Are you a Financial Adviser based in Devon or Cornwall looking to sell your business to a Chartered IFA firm who can provide a wide variety of financial advice to your clients? The Company This soon-to-be independent Financial Planning firm based in Cornwall was established in 2012 and has £60m FuM with a RI of £260k. They are a Chartere

IFA Acquisition across the UK with up to 4x recurring income

Are you a Financial Advisory business with £50m to £200m of FuM and wanting to sell to a fully independent firm who isn’t looking to make any changes to investments or charges during the deferred period? Acquisition options Sell and Go whilst undertaking handover meetings for a smooth transition Acquisition Deal Value Would consider payi

Opportunity to obtain capital event worth 6x recurring income and stay on as an employed IFA

Are you a Financial Adviser with £200k+ of recurring income and looking to de-risk yourself and sell your clients to a well-established wealth management business for 6x recurring income paid upfront and stay on and service your book? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Manageme

Sell your IFA client bank and achieve 6x recurring income

Are you a Financial Adviser with £100k+ of recurring income and looking to sell your client bank to a long established wealth management firm with over 125 acquisitions under their belt for a market leading 6x recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Management firm

Immediate IFA client bank sale with 6x multiple paid over 2 years

Are you a Financial Adviser with a minimum of £100k recurring income and looking to sell your client bank to a long established wealth management firm with over 125 acquisitions under their belt for a market leading 6x recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Manage

Firm looking to acquire a directly authorised IFA business in the South West

Are you a Financial Adviser in the South West looking to create a capital event by selling your directly authorised IFA business but happy to stay on post sale for up to 2 years? The Company Our client is two entrepreneurs who have run individually and together successful businesses. One of which is a successful healthcare business where

Page 3 of 9

1 2 3 4 5 … 9

South West

Recent Posts