Most IFAs feel their business is undervalued by potential acquirers
Retiring advisers ‘must proactively seek opportunities that align with the true worth of their company’
UK
-
-
Financial planning firm snaps up IFA business
Deal ‘marks a significant step’ in the company’s five-year expansion plan
-
IFA group sets up 10th joint venture with law firm
To expand its personal injury and clinical negligence offering
-
Financial planning firm acquires two UK advice companies
In a bid to expand its footprint across Britain
-
UK financial planning firm becomes employee-owned
18 staff members now retain 60% of the company
-
UK MPs launch inquiry into sexism in financial services
As they explore whether careers in the industry should be marketed to a more diverse base of individuals
-
IFA group opens office in Lincolnshire
As the company looks to expand its footprint across the UK
-
16% surge in UK financial services M&A deals
160 were made in the first half of 2023
-
Chase De Vere ‘actively looking’ to make acquisitions in IFA market
After it did not conclude any deals in 2022
-
IFA group acquires UK financial advice company
It is the firm’s third deal and has two more in the pipeline
-
UK financial advice firms merge
Deal is a ‘true meeting of minds’
-
Financial planning group snaps up London-based advice firm
Acquirer now has over £2bn in AuM/A