Gunner & Co. is your long‑term partner for succession planning in the IFA and financial planning sector. We work with you years before a transaction, giving you the knowledge, tools and bespoke plan you need to achieve the right outcome, on your timeframe and terms.
We are the only market specialists with a standalone, highly qualified deal team, blending deep market insight, data‑driven research and objective‑led buyer matching to maximise both value and cultural fit. We work with more than 150 buyers across the market and have experience of deals of all shapes and size, meaning that you can be confident we meet your objectives.
You’ll benefit from clear guidance, controlled confidentiality and a structured, proven process from first thoughts of exit through to completion—without pressure or scaremongering, and with genuine, independent advice at every step
Our unique seller service proposition ensures that we can help you find the best IFA sale options with the right buyer so that you know you’re leaving the clients of your IFA business in safe hands and getting the best deal possible.