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.

“It has been a pleasure working with Gunner & Co., Josh in particular has worked with the highest levels of professionalism throughout the deal. His role as a mediator and insight on financial services M&A has been invaluable to us.”

Kim Wallace – SKD Financial Services

It was a pleasure to use the services of Gunner and Co and particularly to have the assistance of Gwill. Gwill put us in touch with a number of genuinely interested buyers and helped us find our eventual suiter. We were delighted with our subsequent acquirer, who following completion helped us successfully integrate our clients into their new home. The whole thing worked very well!

Mark Ireland – Gregory Adam 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

“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

“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

“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

“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

“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

“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

“During the search for a buyer for our business we dealt with Gwill Evans at Gunner & Co. Gwill handled our case with professionalism and was always on hand to answer any questions that arose. He was very on the ball, and we could not fault the service he provided. We always felt that Gwill had our best interests at heart and the buyers that we were introduced to were ‘best-fits’ for us so there were no time wasters. I would recommend any IFA looking for a change of direction with their business or exiting the industry completely to speak to Gunner & Co as soon as you possibly can.”

Richard Moor – Moor Investment Services Limited