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

Forward thinking Fintech IFA seeking acquisitions of up to £200m FuM

Are you a Financial Adviser with up to £200m FuM looking to sell your client bank to a forward thinking Fintech IFA company? The Company Our client company was founded in 2017 and have fast become one of the few digital Independent Financial Advisers in the UK. They offer all the services of a traditional IFA but via their secure online

North Wales based IFA firm seeking acquisition of up to £20m FuM

Are you a Retiring Financial Adviser with up to £20m of FuM and looking to sell your client bank and exit the industry? The Company Our client company is a growing wealth management firm based in North Wales. From a standing start, they have organically grown and have built their FuM up to c£7m with a short term goal of growing to £30m t

IFA looking to acquire a business with up to £20m of FuM in South Wales

Are you a Retiring Financial Adviser in South Wales looking to sell your client bank to an established wealth management firm? The Company Established over 15 years ago with offices based in South Wales, our client is part of a directly authorised IFA firm that looks after £100m of FuM. The chartered individual who is looking to acquire

Sell your IFA client bank and achieve 5x recurring income

Are you a Retiring Financial Adviser with £10m+ FuM and looking to sell your client bank to a long established wealth management firm with over 60 acquisitions under their belt for a market leading 5x recurring income? The Company Our client company is a leading financial planning led IFA and Discretionary Wealth Management firm with ove


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