Business Details
16 Years
experience
Specialist Brokers for IFA Business Sales
Established in 2010, our business has built upon 37 years of collective experience within the financial services sector. We specialise in brokering the sale and merger of Independent Financial Advisor (IFA) businesses and client banks, operating both nationally and internationally. Our team prioritises understanding client needs regarding location, business structure, staffing, and budget to create tailored matches between buyers and sellers. With a network of over 1,700 cash-ready buyers and investors, we facilitate swift transactions while maintaining strict confidentiality through legally binding clauses.Our expertise extends to structured industry exits, including gradual 3-5 year transitions that preserve staff, premises, and brand integrity. We pride ourselves on our in-depth market knowledge, having successfully matched over 300 buyers and sellers, including complex mergers. Our fees are only payable by buyers, ensuring cost-effective solutions for sellers. We collaborate with industry experts like LCF Law to enhance transactional efficiency and client support.
Services
IFA Business Brokering
Client Bank Mergers
Business Valuations
Gradual Exit Planning
Investor Connections
Details
- Year established: 2010
Highlights and features
- We have 37 years of combined experience in financial services brokering.
- Our free registration service ensures no upfront costs for sellers.
- We maintain a network of 1,700+ high-net-worth, pre-vetted buyers.
- Our confidentiality clauses protect sellers' sensitive business information.
- All listed businesses are FCA-authorised and regulated.
What people say
Slick and quick and professional
Pro active Company
Highly experienced in this sector
Non-pushy approach
Maintain premises and staff
Services
IFA Business Brokering
We specialise in connecting buyers and sellers of Independent Financial Advisor businesses. Our service includes market analysis, valuation guidance, and negotiation support. With a focus on confidentiality, we ensure secure transactions while maintaining business continuity for both parties.
Gradual Exit Planning
Our structured exit solutions allow business owners to transition over 3-5 years. This approach maintains operational stability while transferring ownership. We facilitate smooth handovers that protect client relationships and preserve company culture throughout the process.
Business Valuations
We provide accurate valuations based on turnover, funds under management, and client base metrics. Our free initial assessment helps sellers understand their business's market position. Valuations consider current market trends and comparable sales data for precise pricing guidance.
Investor Matching
Our network includes 1,700+ pre-vetted investors seeking IFA business opportunities. We match investors with businesses aligned to their strategic goals. This service includes due diligence support and regulatory compliance guidance for successful acquisitions.
Client Bank Mergers
We facilitate mergers of client banks within regulated networks. Our expertise ensures compliance with FCA requirements during integration. We focus on maintaining client service standards while achieving operational efficiencies through strategic consolidations.
People
Chris Blantern
Legal Advisor
Specialist solicitor with LCF Law, advising on IFA business transactions since 2010. Completed over 50 successful deals with near 100% completion rate. Provides expert legal guidance throughout the sale process.
Questions
What types of businesses do you broker?
We specialise exclusively in Independent Financial Advisor (IFA) businesses and client banks, both directly authorised and network-affiliated entities.
How does your matching process work?
We analyse buyer/seller criteria including location, business size, and financial requirements to create tailored matches based on compatibility.
Are there upfront fees for sellers?
No upfront fees apply. Our charges are only payable by buyers upon successful transaction completion.
Do you operate internationally?
Yes, while based in the UK, we facilitate transactions across international markets including Europe and Asia.
How quickly do businesses sell?
Well-priced businesses with clear documentation typically sell within weeks, depending on market conditions and buyer readiness.
Can I retain control during transition?
Yes, our gradual exit options allow 3-5 year transitions maintaining management control and operational continuity.
