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.

  • Louise knows the market and was at all times efficient, helpful and responsive. As Gunners are paid by the buyer (I owned the vendor), I was mindful of the potential conflict of interest but at no time did I feel this was an issue. I'd be happy to recommend Gunner & Co and Louise to any other advisory firm looking to find a buyer....

    Dave Lamb - Gibson Lamb & Company LLP

  • I used Gunner & Co for the sale of my business. They provided shortlists of potential purchasers which were fully in line with my requirements and throughout the transaction were professional, approachable and helpful. I would not hesitate in recommending them to advisers wishing to sell.

    Kirsten Dalton - Professional Financial Centre (Thames Valley) Ltd

  • From the first introductory phone call to the last messages of congratulations, we never once regretted our decision to use the services of Louise and her team at Gunner & Co. Louise not only gained a clear understanding of our business and how to promote it to potential buyers, but she quickly understood us as individuals, our values, aspirations and ambitions. With her extensive knowledge of, and expertise in, the M&A marketplace she provided straight talking, jargon free and timely advice and guidance throughout the process. We will forever be indebted to Louise for her constant availability, professionalism, honesty, reliability, good grace, patience, and humour, and on occasions for being the buffer for the inevitable frustrations which go with the territory of selling a business. We unhesitatingly recommend Louise and her team at Gunner & Co and wish everyone at the firm continued success.

    Mark Howell - Capel Court Plc

  • I first met Gwill and the team at Gunner & Co. several years ago at one of their events, and over the intervening years we have worked together to define and plan our exit strategy, which we have now successfully executed.  On top of an excellent level of expertise, my colleagues and I found the ongoing support and guidance Gwill provided to be top notch, and the overall service was extremely professional from start to finish.  I felt the options presented to us were well thought out and the party we eventually went with are a great fit for us personally, as well as for our clients, and we are thoroughly pleased with the outcome.  The selling process is much more complex and involved than we had initially expected it to be, and if you are considering what the best plan of action is then I highly recommend that you start with a conversation with Gunner & Co.

    Raymond Pirrie - Rosemount Asset Management Ltd

  • Having held hands with many accountancy clients through their business disposals,  I assumed we would be well placed to go it alone in the sale of our IFA arm.That assumption was misplaced as from the time I took a follow up call from a webinar from Gwill at Gunner & Co. I realised how valuable they were in the process. Not just in terms of sourcing suitable acquirers but they helped clarify the outcome we were seeking and guide us in the selection of Wren Sterling as our perfect match. Thanks Gwill and colleagues. Couldn't have got there without you!

    David Wright - TW Financial Planning

  • Gunner & co. are the best IFA broker by far. 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, tenacious 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

  • Louise knows the market and was at all times efficient, helpful and responsive. As Gunners are paid by the buyer (I owned the vendor), I was mindful of the potential conflict of interest but at no time did I feel this was an issue. I'd be happy to recommend Gunner & Co and Louise to any other advisory firm looking to find a buyer....

    Dave Lamb - Gibson Lamb & Company LLP

  • I used Gunner & Co for the sale of my business. They provided shortlists of potential purchasers which were fully in line with my requirements and throughout the transaction were professional, approachable and helpful. I would not hesitate in recommending them to advisers wishing to sell.

    Kirsten Dalton - Professional Financial Centre (Thames Valley) Ltd

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.