Financial Services Sales

If you are looking to sell your IFA, financial planning or wealth management business, Gunner & Co. can work with you to define that journey.

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.

Your timeframe, your terms, we will use our extensive experience and network to match you with the best set of buyers.  We will never scaremonger you into action, but guide you through this once in a lifetime experience.

  • We deliver the only workshop, webinar and insight programme in the marketplace, ensuring you understand the A-Z of selling your business in advance
  • Our deal team blends leading industry qualifications with extensive deal experience to deliver unpressured guidance
  • We will never cold call or pressure and scaremonger you into action.
  • We will never share your confidential details without consent.

Why Our Clients Recommend Us

“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

Gunner & Co. Completed Deals