Are you a Financial Adviser looking ahead and want to de-risk your exit strategy by becoming a Partner of a growing IFA group (whilst retaining control of your own business) and ability to exercise the full buy-out when you are ready? The Company – This independent financial advice group has grown significantly since its inception in 201
Would you like a local Chartered IFA firm based in the South West to takeover the servicing of your clients? The Company – Our client company is a leading Chartered IFA firm, directly authorised with the FCA and based in Plymouth. They have 10 IFA’s operating across the South West with a large client bank across Cornwall, Devon, So
Are you a mortgage brokerage looking to exit the industry and leave your business in an excellent position? The Company – Our client is a leading mortgage network as well as one of the most recognised intermediary consumer brands, particularly in the independent estate agency sector for mortgage advice, winning over 70 national awards fo
Are you a sole trader IFA, small partnership or larger firm and looking to be acquired by a leading independent Wealth Management group with regional offices across the South of England? The Company – Our client is one of the South’s leading group of Independent Wealth Management Advisers & Investment Managers. Their journey be
Are you a Financial Adviser or a small firm based within 80 miles of Bristol (M4 / M5 Corridors) considering retirement now or within the next 3 years and want your clients to continue receiving fully independent financial planning? Option 1 – Immediate Buy-out This is ideal if: You are considering retirement / semi-retirement now You w
Are you a Financial Adviser with a minimum of £30m FuM looking to retire and want your clients to be serviced by a local IFA working for a specialist HNW advising IFA firm? The Company Our client company was established in 2008 and are an award-winning business that offers an exclusive network for high calibre IFAs. They have grown a str
Are you a Financial Planning firm looking to plan your retirement strategy within a highly respected Chartered IFA; whilst also having the opportunity to drive growth in your business? The Company This Chartered IFA firm has continued to grow profitably and is now highly respected as one of the largest Chartered Financial Planning firms
Are you an individual Financial Adviser looking to plan your retirement strategy with a guaranteed 15-year annuity payout worth circa 6 times recurring income (and could be considerably more)? The Company – This Chartered IFA firm has continued to grow profitably and is now highly respected as one of the largest Chartered Financial
Are you an IFA firm with minimum £100 million of Funds under Management with at least 4 RI’s, looking to sell your business, but stay on for a period of 3 years to transition and grow the business before retirement or exit from the Financial Services industry? The Company – Our client company is financially strong with a ‘plc’ pare
Are you a Financial Adviser looking to retire or exit from the Financial Services industry with £250k or more of recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Management firm. Established in 1990 and subsequently floated on the AIM stock Exchange it is now wholly owned b
