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
The Company Our clients are leading the creation of a multi-layer arrangement to acquire a global Financial Services firm as well as other IFAs both offshore and UK based. This global firm has a strong independent financial planning operation passported to give advice in 20 – 25 countries. There is an awareness that vast numbers of Briti
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
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
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
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
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
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
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
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
