Business Acquisition - Financial Planning, Wealth Management & IFA 

Are you thinking about selling your business?


I represent firms and practices looking to acquire established IFA, Wealth Management and Financial Planning firms.

In summary, the ideal target practice buyout would be:


➤        Asset purchase, not share purchase

➤        20-120M AuM

➤        Ongoing @ 0.5% or above

➤        Client numbers 100+

➤        Minimum size of investment/pension > £50K.



Get in touch for a confidential chat.

 

 

What Our Candidates Say...

Jon was an absolute pleasure to deal with. He found exactly the right opportunity for me to progress and gave me advice and support throughout the process....See more

– – Rosie Walters
CeMAP Mortgage Consultant