The Company Our client is an established international advisory group with a strong presence across Southeast Asia. The business is fully regulated offshore and is now seeking to establish its first UK presence through the acquisition of a directly authorised UK IFA firm. Their focus is on continuity, client retention and a smooth transi
The Company This acquiring firm is an established financial planning business overseeing more than £300m in assets. The firm currently employs 7 advisers, with a further 5 due to join shortly. With proven experience integrating IFA client segments and all acquisitions funded from cash reserves, the firm is well positioned for continued,
If you’re a financial adviser or IFA business owner considering succession or growth, this acquirer offers a blend of strong valuations, post‑deal support and cutting‑edge technology designed to free you and your team to focus on clients. The Company Our client is a well funded through a family office and forward thinking acquirer focuse
The Company This acquirer is a long standing, respected wealth management group with roots dating back to the 1980’s and led by a team with decades of experience. With £3.5bn AUM, strong private equity backing and ambitious plans to scale over the next few years, they offer sellers the reassurance of financial strength, operat
The Company Our client is a highly respected investment bank based in London, specialising in delivering cross-asset investment solutions to high-net-worth individuals, IFAs, hedge funds, and pension funds. With a strong reputation for innovation and client care, they are now looking to expand their footprint through the acquisitio
The Company Our client is currently based in Dubai advising international clients, and they are now looking for a UK license so they can continue advising their clients when they move back to the UK. Therefore, they are seeking ideally a shell company which is directly authorised so they can apply for a change in control application with
The Company Our client company was established in 2021 with offices based in London. They have grown their FuM to £190m FuM with 7 advisers. They offer independent financial advice with open architecture to enable clients to stay invested on existing investment mandates. The firm have strong financials with funding in place to support t
The Company Our client company was established over 25 years ago and have grown their FuM to c£200m with 5 advisers who are all Chartered. They are looking to grow rapidly with the aim of reaching £1bn assets under management within the next 5 years. The firm have strong financials with funding in place to support their growth plans
The Company Our client is based in North Yorkshire and is looking to grow their company through acquisitions. They have an excellent acquisition track record having undertaken 2 previous acquisitions, where they have developed a tried and tested model of retaining clients. Offering independent financial advice with open architecture
The Company Our client company is an exciting growing company who currently have £150m of FuM with HOTs agreed for businesses taking them up to £1bn of FuM. They have offices based in Cheltenham, London, Hereford and growing across the South West. Offering independent financial advice with open architecture to enable cli
