How to Sell

Selling your IFA/Wealth Management Business

Selling your business to achieve returns that reflect years of hard work and dedication, provides an assured future client welfare, and a pride in your legacy, can be a daunting and an emotional prospect. We understand that. We understand how important this once in a lifetime transaction is.

Our processes have evolved through a decade transacting and completing deals within the UK IFA M&A market with you in mind. We are not a sales led organisation.

Analysis, Trends & Achievable Valuations on Request

Our involvement is consultative from first touch to completion ensuring you have advice and guidance at every step of the journey, access to our leading industry contacts and specialist professional advisers. You'll find us open and honest. Pragmatic and fair. We'll say it how it is.

So, whether you are planning to retire now or in the future or considering the sale of your business to open a new career chapter we have the network, resources, and expertise to enable that.

We'd love to hear from you!

Get in touch today about your acquisition or disposal ambitions by emailing or calling 020 4540 0457. Alternatively use the form below. All enquiries will be treated discreetly with complete confidentiality. No information shared will be released without prior permission.


Or contact one of us directly

Paul Clutton - 07971 959 432
Mike Porter - 07860 615 896

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