Wales

Forward thinking Fintech IFA seeking acquisitions of IFA businesses with c£500k of recurring income

Are you a Financial Adviser with c£500k of recurring income and looking to sell your client bank to a forward-thinking Fintech IFA company and stay on for 1-3 years in an authorised capacity to fully transition your clients? The Company Our client company was founded in 2017 and have fast become one of the few digital Independent Financi

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

Opportunity to create a capital event but continue to grow the business with an excellent employed remuneration package

Are you a Financial Adviser with £80m+ FuM looking to sell part of your business to a well-established firm and stay on with an excellent employed remuneration package? The Company Our client company was established in 2014 with nationwide offices. They have grown their FuM to c£1.7bn through acquisitions. They have developed a tried and

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

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

Specialist Protection Brokerage looking to grow through acquisition

Are you a Protection Broker looking to retire or exit from Financial Services and sell to a specialist protection brokerage The Company Our client company was established in 2016 with offices based in Greater Manchester. They have a team of telesales protection advisers with a turnover of circa £2m per annum. The firm are rated 4.9 stars

Directly Authorised IFA business looking to acquire firms with as little as £10m FuM to £100m FuM across England

Are you a Financial Adviser looking to retire or exit from Financial Services with as little as £10m FuM to £100m FuM? The Company Our client has its head office based in London however has acquired a series of IFA firms across the UK including a few in the South West of England covering Cornwall and Somerset . They are tech savvy, whils

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