Retiring IFA - Search Buyers

South West

Multi-Award Winning Financial Planning Firm Established Several Decades Ago, Supporting a 3:1 Middle office to Advisory Support Ratio and a Unique Approach Which Guarantees Payment for Retiring Principles

Ref: 90742

East Midlands

Accomplished acquirer. Regional business. Focused on putting the clients first. Currently looking after over half a billion FUM.

Ref: 177941

East Midlands

Local acquirer. Happy to pay up to 4x recurring income and up to 60% upfront.

Ref: 177583

Read more about Local acquirer. Happy to pay up to 4x recurring income and up to 60% upfront.

North East & Yorkshire

Remote Servicing Specialist to the Rescue

Ref: 178091

Read more about Remote Servicing Specialist to the Rescue

North West & Cumbria

Cheshire IFA with £500k plus acquisition fund

Ref: 178093

Read more about Cheshire IFA with £500k plus acquisition fund

London & South East

Multi-Award Winning Redhill Based IFA Practice, Established over 4 Decades Ago With a Large Catalogue of Successes in Taking On-board Retiring Principles.

Ref: 178111

London & South East

Unique Opportunity to De-risk from the Business While Continuing to Grow the Practice and Maintaining the Infrastructure, the Staff and even the Brand

Ref: 177987

London & South East

Local, Ilford Family Practice With all Advisers Either Fellow or Chartered Looking to Take on Board a Retiring Principle in late 2020

Ref: 90513

London & South East

Unusual Opportunity to Capitalise on your IFA Practice (40-50%) Upfront While Remaining in the Business On a Very Generous Salary and Percentage of New Business

Ref: 178141

London & South East

Chelmsford Family IFA Firm Where all Advisers Are Either Fellow or Chartered and Has Been Established Over 3 Decades

Ref: 176955

Read more about Chelmsford Family IFA Firm Where all Advisers Are Either Fellow or Chartered and Has Been Established Over 3 Decades

London & South East

Experienced, Essex Based Purchaser With an Impressive Track Record on Previous Acquisitions and Notable Specialisms in All Aspects of Financial Advice

Ref: 177654

North East & Yorkshire

Yorkshire based Modern Advisory Firm £500k Capital to deploy

Ref: 178228

Read more about Yorkshire based Modern Advisory Firm £500k Capital to deploy

Scotland & Northern Ireland

Cash rich buyer, will pay up to 3.5x recurring income over a 12 month period.

Ref: 178232

Read more about Cash rich buyer, will pay up to 3.5x recurring income over a 12 month period.

East Midlands

East Anglia Based IFA With a Successful Track Record of Onboarding Over 10 Practices into the Firm Since Establishment and a Unique Minimal Change Approach to Integrating Clients (See below)

Ref: 178127

North East & Yorkshire

Well-Capitalised Buyer Seeking Quality Firms with a Personal, Long-Term Approach

Ref: 181443

Read more about Well-Capitalised Buyer Seeking Quality Firms with a Personal, Long-Term Approach

Scotland & Northern Ireland

Established Firm Purchasing in Aberdeen

Ref: 181465

Read more about Established Firm Purchasing in Aberdeen

South West

New Consolidator Offering up to 12.5x EBITDA

Ref: 181426

Read more about New Consolidator Offering up to 12.5x EBITDA

North West & Cumbria

Regional acquirer in Manchester offering up to 4x RI

Ref: 181422

Read more about Regional acquirer in Manchester offering up to 4x RI

North East & Yorkshire

Ref: 180918

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