Financial services
M&A experts.

Experts in defining and delivering business sale plans for financial planners and IFAs.

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Our success is
your success.

With over 20 years of financial planning and financial advice industry experience, our specialist team have worked on all types of transactions, from small IFA firms looking to retire to large multi office national businesses.

As your trusted partner, Gunner & Co. enable you to unlock value and accomplish your objectives.

About Us

Seller Services.

We are your valued partner for succession planning in the IFA and financial planning sector. Our proven track record in delivering deals nationally and our high-quality reputation for setting the professional standard in M&A brokerage will ensure you are fully prepared when the times comes to sell your business.

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Why clients recommend us.

  • My experience in selling my IFA Practice with the help of Gunner & Co. has been second to none. Louise was kind enough to meet me face to face in London twice when I had started to think about succession including personally meeting my wife which helped put her mind at ease. I approached Josh from Gunner’s and told him about my requirements for the type of buyer I now wanted to engage with. Josh carefully took my needs and preferences into account and in very short order introduced me to six high quality firms who were interested in meeting with me. All the meetings were arranged seamlessly with Josh attending the initial meetings for support and I ultimately progressed with Skerritt’s who not only ticked all my boxes but moved the quickest to progress matters. I am pleased to say that we completed the sale to Skerritt’s at the end of November following a much shorter 9-month total timescale than my first experience. Having dealt with all the main UK IFA Brokers I found Gunner’s to be outstanding and I have no hesitation in recommending Louise and Josh as your first port of call if you are considering your options for your firm.

    John Chadwick - Chadwicks IFA

  • We’ve had a long relationship with Gunner & Co. which has resulted in a number of successful transactions. We’ve particularly appreciated how they understand our business and use this to bring opportunities which aligns the needs of both the buyer and the seller.

    Gordon Kerr - Ascot Lloyd

  • Gunner & Co. sourced the second acquisition for Lumin Wealth with the introduction of Everett Macleod which was a perfect fit for the types of businesses Lumin is interested in working with. Throughout the process the team at Gunner were extensively involved, so much so that we managed to complete the transaction within 3 months of the first meeting which is a testament to the assistance they provided throughout. I would recommend Gunner & Co to all prospective vendors.

    John Cusins - Lumin Wealth

  • Having had a very poor experience with another broker previously I found Gunner and Co. to be everything I feel I needed. Gwill Evans in Bristol was my contact from start to finish, providing answers to my questions and to many more I didn’t realise I needed to ask! Gwill demonstrated an excellent understanding of the market from both a seller and buyer perspective. He helped the negotiating process in the most professional way and was always available to provide updates, information and reassurance

    Mark Dyer - Wescliff Financial Services

  • When I put my business up for sale I was recommended to Gunner & Co. The broker who looked after me was Gwill Evans, he was very helpful and professional in finding a buyer who was interested in a specialist client bank like mine. This process took some time but Gwill was patient, tenuous and always helpful, until the right company was found. The outcome of this sale/ purchase has been great , not only for me as an existing I.F.A. but for my clients. The company recommended to me by Gwill have been very flexible and a pleasure to work with during the hand-over period. I would certainly recommend Gunner & Co. to my fellow IFAs.

    Roger Holloway -JB Financial Services

  • Thank you for all your help in securing me a great deal. I certainly consider myself very fortunate and so pleased to have had your/your teams assistance in selling my financial planning firm.

    Mike Macloed - Everett Macleod

  • Gwill painstakingly and patiently discussed my requirements and concerns. Throughout the whole process, Gwill proved to be totally indispensable.

    Dermot Griffin-Griffin Independent Financial Advice

  • Extremely impressed with the service provided by Gunner & Co. The team were very attentive, responded to questions quickly and dealt with any potential problems with great care.

    John Roberts - Gilmour Hamilton

  • We have found your service to be professional throughout. You have carefully explained the options and implications of each potential purchaser and made some quality introductions that has enabled us to secure an excellent offer.

    Steve Tait - Midas Financial Planning

  • Your patience and understanding over a number of years has, in no small part, brought us to where we are now and I can now look forward to my retirement.

    Tony Tillett - Innovate Financial Solutions

  • My experience in selling my IFA Practice with the help of Gunner & Co. has been second to none. Louise was kind enough to meet me face to face in London twice when I had started to think about succession including personally meeting my wife which helped put her mind at ease. I approached Josh from Gunner’s and told him about my requirements for the type of buyer I now wanted to engage with. Josh carefully took my needs and preferences into account and in very short order introduced me to six high quality firms who were interested in meeting with me. All the meetings were arranged seamlessly with Josh attending the initial meetings for support and I ultimately progressed with Skerritt’s who not only ticked all my boxes but moved the quickest to progress matters. I am pleased to say that we completed the sale to Skerritt’s at the end of November following a much shorter 9-month total timescale than my first experience. Having dealt with all the main UK IFA Brokers I found Gunner’s to be outstanding and I have no hesitation in recommending Louise and Josh as your first port of call if you are considering your options for your firm.

    John Chadwick - Chadwicks IFA

  • We’ve had a long relationship with Gunner & Co. which has resulted in a number of successful transactions. We’ve particularly appreciated how they understand our business and use this to bring opportunities which aligns the needs of both the buyer and the seller.

    Gordon Kerr - Ascot Lloyd

Recent deals.

Here is a small selection of deals Gunner & Co. have recently completed.

Buyer Services.

Gunner & Co. have a proven track record of delivering deals for major acquirers – our win-rate is the highest in the market due to the unwavering focus on quality opportunities. We take a lead role in the deal team, from preparatory stages to completion, giving you the additional resource to complete more, better quality deals.

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Insights from Gunner & Co.

Our Insight Hub supplements our face to face support, giving you an understanding of the core elements to plan a sale.

Upcoming Events.

Join a Gunner & Co. workshop or webinar and equip yourself with detailed knowledge and understanding of the full A-Z of selling your financial planning business. Our events give you the foundation to make the right informed decisions in your succession plans.

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Subscribe to M&A newsletter.

Gunner & Co.’s fortnightly newsletter summarises the current M&A activity, including exclusive analysis and commentary from the Gunner & Co. team.