Selling an IFA Business

When the time comes to step away, we’ll guide you through the process, helping you achieve the best outcome for everyone involved.

Helping you exit on your terms

Selling your business is a big decision – and often a once-in-a-lifetime one. When the time feels right to move on, you’ll want the reassurance that your clients and team will continue to be well looked after.

Wherever you are in the process, choosing the right partner is key to ensuring the care and service your clients are used to continues for years to come. With a proven track record of IFA acquisitions, we’ve got the expertise to help, whether you’re exploring your options now or planning ahead for the future.

Your guide, through it all

With any business sale, there’s a lot to think about. From when to sell to what you’ll leave behind, and all the complexities in between, it’s only natural to have questions.

We’re always here for a confidential conversation, whenever you’re ready. In the meantime, we’ve produced a handy, free-to-download brochure detailing what’s involved and how we can support you.

Download brochure

Insights

The better you understand the world of finance, the easier you’ll find it to make sound financial decisions. Get all the latest news, views, commentary, and analysis here.

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Risk You Can Control, Uncertainty You Can’t. Why We’ve De-Risked

In our latest Quarterly Market Update, Hannah Kennedy speaks with Dr Scott Osborne about the major global macroeconomic events that have shaped recent months, from shifting trade relationships and interest rate changes to geopolitical pressures.

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15th August 2025

Risk You Can Control, Uncertainty You Can’t. Why We’ve De-Risked

The Retirement Trade-off That No-one Talks About

Planning how to pay for care – a topic full of uncertainty. Will you spend all of your life savings just to get sub-par care and accommodation? Or, will you find yourself with just enough to afford the care you’d really want in later life?

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31st July 2025

The Retirement Trade-off That No-one Talks About

Your stories

Our clients mean everything to us, and we’re delighted some of them have shared their stories for all to see. Discover why they’re happy to recommend us to others.

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Mike and Lesley

"Life after selling the business"

Simon and Cathal

"More time for what matters"

Sue and Neal

"Retired and thriving"