IFA selling ‘A&B’ clients which make up £11m of FuM

The owner of this financial advisory business is looking to sell their ‘A & B’ clients due to illness. They are looking for an acquirer who will let them carry on servicing their ‘C value’ clients which have less than £50k of invested assets. They are looking to continue servicing these clients under their current network and will be

Yorkshire based DA business for sale

Joints owners of a directly authorised financial services business looking to sell their appointed representative firms as they are looking to exit the industry. The DA business just holds the permissions, and the AR firms hold the assets. Happy to consider sale of all three business or just the ARs. Collectively they are managing c£45m

Small business managing c£5m of FuM open to long earnout

The Director of this business is in their 70’s and is looking to sell their clients so they can retire. This is a small business managing c£5m of FuM which is generating £40k in recurring income. Their client bank consists of 18 households with average holdings per household on c£300k. Majority of the clients are based in London and the

Employee Benefits business with c£220k of income looking to sell

This is a long-established family run Employee Benefits business where the owners are in their 60’s and looking to sell so they can retire. The directly authorised financial services company predominantly focuses on corporate clients, and they have 30 in total covering over 2000 employees. This is generating c£220k of income which includ

West Midlands based seeking share purchase

This business is based in the West Midlands and is an Appointed Representative of a large network. They are looking to sell due to some of the team wanting to retire.  The one remaining director feels that the business is likely to have reached capacity in terms of growing new clients if he is left to run the business single handedl

DA business with c£100m of FuM seeking asset sale

This directly authorised business was established over 30 years ago and has 5 partners, of which 3 of them are silent partners. The other 2 active partners are IFAs and are looking to stay on post sale in a reduced capacity to provide clients with continuity post sale. Plus, there are 2 other advisers in the business who are looking to b

Directly authorised IFA shell business for sale

This business was established in 1981 and comprised of private wealth, corporate group personal pensions and general insurance. All the clients have been transferred to other entities following an acquisition, leaving this shell company holding directly authorised permissions. Therefore, this would suit someone looking to acquire a clean

North West based firm looking to acquire IFA businesses with up to £60m of FuM

Are you a Financial Adviser in the North West or West Yorkshire with up to £60m of FuM looking to sell your client bank to an established wealth management firm? The Company Our client is a well-established IFA firm with offices based near Manchester. They have grown their FuM to £190m with 5 advisers and 4 support staff. The firm w

Buckinghamshire based business looking to acquire up to £1m of recurring income

Are you a Financial Adviser in Buckinghamshire or the surrounding area looking to retire or exit from Financial Services with up to £1m of recurring income? The Company Our client company was established in 2017 with offices based in Buckinghamshire. They have grown their FuM to £75m with 3 advisers and are looking to continue growing th

Directly authorised Financial Advisory firm with c£100m of FuM seeking partial sale

This vendor is approaching their mid 50’s and is not ready to retire however, they are wanting to offload some of their duties such as compliance and dealing with the FCA so they are able to spend more time seeing clients as this is what they enjoy doing. They are interested in a part sale of c75% to create a capital event but retain som

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