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

Are you a Financial Adviser in Yorkshire looking to sell your small client bank and retire or exit from Financial Services with a recurring income of between £50k and £60k?

The Company This Acquirer is a registered individual of a directly authorised independent financial advice business. They own their own client bank of £12m FuM generating £80k of RI (average 0.75%) and are seeking to acquire a client bank to top up their personal portfolio of clients by an additional £8m. Therefore, they are not looking


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