Thinking of Buying?
Whether you are looking for your first acquisition or your next opportunity, we can help you move with confidence.
- Book Appointment
- Search Sellers
Here at Retiring IFA, we help wealth management and financial planning business owners sell their business and client bank or alternatively, to purchase additional funds under management by finding a financial planning practice they can buy.
Selling or buying an IFA business or client bank can be a difficult process more so if you have inherited an IFA practice, since the advent of the Financial Services Act back in 1986.
The financial services industry has become more regulated with the RDR, MIFID, and various other events speeding up the rate of consolidation across the retail financial services profession.
The demand for financial advice businesses for sale and those looking to buy financial investment firms has remained buoyant and Retiring IFA are the right people to help you though! We have hundreds of wealth management, retail financial services and financial planning businesses for sale by the owners who have registered with us to sell an IFA business.
Retiring IFA usually complete between 70-90 IFA business sales each year, and take a pride in putting IFA buyers and IFA sellers together, to create wealth management firms that are fit for purpose and that are successful in providing financial advice to clients for many decades after the merger or business sale has completed.
In terms of buying an IFA business, we have hundreds of buyers registered with us who are keen to buy wealth management firms and expand their financial planning and Independent Financial Advice (IFA) proposition within retail financial services.
The increasing FCA regulation on IFAs has gone hand in hand with increases in IFA PI cover, (professional indemnity cover for financial services firms), and this has increased the number of IFA and investment businesses for sale coming onto the market.
If you have a financial planning practice for sale or are looking at IFA businesses for sale in order to grow your own wealth management practice, then Retiring IFA are the largest and most trusted IFA business broker in the UK with a highly experienced team.
Our team is well established and have built up their IFA buyer and IFA seller connections across the UK for well over a decade now.
Financial adviser businesses are very much in demand by IFA buyers who are looking to add additional HNW clients with funds under management to their investment proposition.
Please do book in to speak to us for a valuation on your IFA or wealth planning business. If you are not ready to sell your financial advice business yet, but will be considering a partial client bank sale or a full disposal or merger at a later date, then please sign up for our newsletter or follow us on social media.