Business Details
16 Years
experience
Trusted IFA Business Brokers in Peterborough
Established in 2010, our team brings over 37 years of combined expertise in the financial services sector. We specialise in brokering the sale and merger of Independent Financial Adviser (IFA) businesses and client banks, operating both nationally and internationally. Our deep market knowledge allows us to create tailored matches between buyers and sellers, prioritising confidentiality and alignment with client needs. With a track record of over 300 successful transactions, we focus on understanding the unique requirements of each party, whether related to location, business structure, or budget.Our fee structure ensures transparency, with charges only applicable upon successful completion. We offer structured exit strategies, including gradual transitions over 3 - 5 years, allowing principals to remain involved while securing their businesss future. Our commitment to professionalism is underscored by partnerships with industry experts like LCF Law, enhancing the reliability and efficiency of every transaction.
Services
IFA Business Brokerage
Client Bank Mergers
Gradual Exit Planning
Business Valuation
Confidentiality Management
Details
- Year established: 2010
Highlights and features
- We offer free registration with fees only payable by the buyer upon successful completion.
- Our network includes over 1,700 high-calibre, cash-ready buyers.
- We prioritise confidentiality through legally binding clauses protecting seller information.
- We facilitate structured industry exits over 35 years with minimal business disruption.
- Our team specialises exclusively in IFA business transactions, ensuring unmatched market insight.
What people say
Slick and quick and professional
Pro active Company
Excellent partner to work with
Highest calibre service
Non-pushy and experienced
Services
IFA Business Brokerage
We connect IFA business sellers with qualified buyers through a tailored matching process. Our expertise ensures seamless transitions while safeguarding client relationships and operational continuity. Sellers benefit from confidentiality, structured exit options, and access to a network of over 1,700 cash-ready buyers.
Confidentiality Management
We enforce strict confidentiality clauses to protect seller information. Buyers must agree to legal terms before accessing business details, ensuring sensitive data remains secure throughout the transaction process. This approach minimises risks and maintains trust for all parties involved.
Gradual Exit Planning
Our 35 year exit strategies allow business owners to transition gradually, retaining involvement in operations while transferring ownership. This model ensures stability for staff, clients, and brand identity, with minimal disruption to daily activities.
Business Valuation
We provide free, no-obligation valuations based on factors like turnover, client base, and funds under management. This service helps sellers set realistic price expectations aligned with current market conditions and buyer demand.
Mergers & Acquisitions
We facilitate mergers between IFA firms, combining resources and expertise to enhance market competitiveness. Our process focuses on cultural alignment, financial synergy, and regulatory compliance to ensure successful long-term integration.
People
Pat Wells
Lead Broker
With over a decade of experience, Pat Wells specialises in matching IFA businesses, offering personalised service and a meticulous approach to client needs.
Chris Blantern
Legal Partner
A corporate law expert at LCF Law, Chris advises on over 50 IFA transactions annually, ensuring smooth legal processes and high completion rates.
Questions
What services do you offer?
We specialise in brokering the sale and merger of IFA businesses and client banks, offering valuation, confidentiality management, and structured exit strategies.
How do you protect seller information?
All buyers are subject to confidentiality clauses before accessing seller details, ensuring your business data remains secure.
What areas do you cover?
We operate nationally across the UK and internationally, facilitating transactions in regions including Malaysia, Scotland, and the EU.
Are financing options available for buyers?
Yes, we connect buyers with investors offering cash funding to support acquisitions and business growth.
How are your fees structured?
Fees are only payable by the buyer upon successful transaction completion, with no upfront costs for sellers.
