If you are serious about selling, merging, or acquiring an IFA or Wealth Management Practice then you have come to the right place.
We are dedicated specialists in Mergers and Acquisitions of IFA and Wealth Management companies with an annual turnover up to £5m.
Your marketplace is changing rapidly and so has the pace of consolidation. This is not solely because of RDR, although it has attracted the most attention. Reacting faster to opportunities and threats is now the main priority of our clients and this is where our experience can really help.
Please take a look at our website for further information and then contact us for a confidential discussion.