Are you a Financial Advisor based in West Yorkshire, North West or North East regions looking to retire and want your clients to be serviced by two local Financial Advisers? Sell and retire This option would suit Financial Advisors considering retirement and would like to sell to father and son team of financial advisers who have capacit
Are you a Financial Advisor based within 35 miles of Leeds looking to retire and want your clients to be serviced by a directly authorised local Chartered IFA? Sell and retire This option would suit Financial Advisors considering retirement and would like to support the client handover process. Acquisition Deal Value Will pay between 3 a
Boutique national IFA launched by leading industry figures who have successfully led acquisitions at previous firms have private equity backing to acquire IFA firms at a steady pace of £500m per annum USPs of Offering independence with open architecture Guaranteed deferred payments without future adjustment Once clients sign up to new cl
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
Are you a Financial Advisor based in South Yorkshire or West Yorkshire with up to £30m FuM seeking retirement or exit from financial services? Acquisition option: Sell and Go This would suit an Adviser looking to retire or exit financial services, although be available for handover meetings to ensure there is a smooth transition. Acquisi
Are you an IFA with between £10m to £150m AuM, having a good reputation with clients with scope for growth and would ideally like the option of a full or partial sale where the owner / staff stays on post sale? Our impact investment client has branched out into Wealth Management Regulated by the FCA and a member of the British Venture Ca
Are you a sizeable IFA firm with £90m to £500m and seeking an exit to a highly profitable privately owned niche wealth management firm whose Award-winning Multi-Asset Funds are ranked in the top 10 funds in their respective peer groups? Exit Option: Sell where the vendor stays on post sale as an Employed Adviser with the Acquirer for 24
Are you a Financial Advisor seeking an exit from financial services with up to £200m of Funds under Management with the added option available of retaining an equity stake in your business and retaining own branding style, whilst continuing to drive growth which you will benefit from any uplifts when valuing the sale of the remaining equ
Do you want to be acquired by an IFA firm that has the true desire to successfully embed your business and make it a success, rather than consolidating the clients? Options: Sell and retire immediately Sell with stay on post sale as Employed Financial Advisers Provide your business with the capital required to take it to the next level v