IFA Acquisitions across the UK – highly competitive offering!

Buy-and-build IFA acquirers whose board is led by experienced heavy-weight industry leaders passionate about client-centric advice and exceptional delivery with the backing of private equity have already acquired £800m of assets under management and are seeking to acquire multiple firms ranging from Funds under Management of £50m upwards

Large multi-award winning firm offering 8% of total AuM to Nationwide IFAs

Offering retiring Advisers 8% of their total assets under management (AUM) if they transfer clients with a minimum of £10m to its DFM proposition. For that amount an adviser would be paid £800,000 (8%) Sell and go – Acquisition Deal Option Offering 8% of AuM transferred to our client’s inhouse investment proposition within 6 months

Established Welsh IFA looking to acquire firms for up to 3.5x recurring income!

Are you a Financial Advisor based in South Wales seeking retirement from financial services? The Acquiring Company This Independent financial advice business was established in 2004. They are Directly Authorised with the FCA. Their team consists of 15 individuals, including a Chartered Technical Services Manager who also acts as the firm

Firm looking for asset purchase of client banks with up to £30m FuM

Are you a Financial Adviser with up to £30m who would ideally like to create a capital event by selling your clients whilst still wanting to stay on post sale for 2 to 4 years or longer in an employed capacity and gradually transfer clients to a new adviser prior to your exit? Preferred route – Option 1 – Sell & Stay This is id

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