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Selling your IFA or wealth management business?




General Management, IFA/Independent Adviser, Financial Adviser , Wealth Management





Contract Type:


Selling your IFA or wealth management business?

Whether you want to retire or just take a step back from managing the company or sell part of your client bank.

If you are looking to sell your IFA or wealth management business, or just start thinking about the succession options, we would love to talk to you!

We will work together with you on a deal that works best for both sides, to increase value and offer an upside based on aligned interests. We have companies who buy businesses as a going concern and will look after your clients and company staff. They can consider different deal structures and be flexible if they see real value in the business.

Please reach out to us to discuss how we can help to secure an attractive exit option. All communications are treated in the strictest confidence.

We have built up an enviable client list and have an experienced team of consultants providing Nationwide coverage and we will share the insights that we have gained over years of working with IFAs.

Contact David on 07763 195 069 in the strictest confidence.