A selection of clients represented by IFA Magazine’s sister company Gunner & Co.(www.gunnerandco.com)
Midlands Single Adviser Firm
Midlands single adviser firm looking at exit options. £11M FUM across 150 clients, looking for buyers in Midlands/Coventry area.
Small private client advisery business with c. £16M under management with an average ongoing advice fee of 1%. Clients in London & Essex.
Central London Private & Corporate Client Adviser Business
City-based firm with £50M of private client, on platform investments and a further 30% of turnover from corporate business, fuelling new business growth. Principals very flexible to either work on or exit post transition.
South of England Retiree Business
£36m FUM 2 adviser firm, looking to retire. Average 1% ongoing advice fee, clients across Hampshire and surrounding area.
South East High Growth Firm
C. £70M under management/£90M under advice. 2 RIs and 2 admins, principal looking to join a bigger organisation to concentrate on growth, alongside a capital event.
IFA businesses in Northern Ireland & Scotland. If you are looking to grow in either of these regions, get in touch.