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.