Are you a Financial Advisor in South West England or South Wales and looking to retire or exit from the Financial Services industry? The Company This individual has 20 years’ experience within Financial Services and the last 14 running his own IFA business. As a Registered Individual of a multi-award winning Nationwide Company the firm o
Are you a Financial Advisor / IFA firm with £100m+ of Funds Under Management and looking to sell your business to a well-capitalised nationwide independent financial advice and fund management group? Sell and stay Their preference is for Financial Advisors who are looking to retire in 2-4 years but looking to create a capital event now a
Are you a Financial Advisor / IFA firm looking to sell your business due to retirement or exit from Financial Services industry? Are you looking for your clients to be looked after by a financially robust firm with open architecture and no intention to shoehorn clients investments. Sell and retire This would suit Financial Advisors consi
Are you a Financial Advisor / IFA firm looking to sell your business due to retirement or exit from Financial Services industry? Are you looking for your clients to be look after by a financially robust firm with open architecture and no CIP so won’t be looking to shoehorn clients investments? Sell and retire This would suit Financial Ad
Are you a Financial Advisor with up to £100m Funds Under Management looking to retire and want to sell to an IFA practice with open architecture with no immediate changes to investments or charges? Sell and stay Would be happy to look at an Advisor staying on post sale for up to 2 years. They typically pay their advisors a £50k basic and
Are you looking for a buyer who is rated 5* on defaqto and isn’t looking to make any immediate changes to clients existing mandates as they are more focused on building relationship initially to build up that trust. They are keen to acquire directly authorised IFAs with c£30m – £100m of Funds under Management. The Company The compa
Are you a Financial Advisor looking to sell your client bank due to retirement or exit from Financial Services industry? The Acquiring Company This Private Wealth Management business is a boutique firm of independent financial advisers based in London and Nottingham, with group locations in Wolverhampton, Newcastle upon Lyme and Bridgnor
Are you a Financial Advisor based within a 40-mile radius of Bridgwater looking to retire and want your clients to be serviced by a local Independent Financial Advisor? The Company With over 20 years of experience providing first class financial advice, our client brings a wealth of knowledge advising personal clients covering areas such
Are you seeking an IFA firm based in the Midlands with over 50 years’ experience with substantial cash balances to acquire your IFA Clients? Competitive Deal Options for share or asset purchases Offering between 3 – 4 x recurring income; each deal being considered on its own merits. The acquirer is open to both asset purchases and
Are you looking for a long-established and well-respected Acquirer who has a track record of completing over 40 acquisitions offering leading terms with full payout in 12 months? Company Our client is a highly profitable National Wealth Management Advisory Group with a healthy balance sheet. Employing advisers across multiple offices thr
