IFA Business Sales

Ascentric up for sale

Adviser platform Ascentric has been put up for sale by Royal London, following the appointment of a new chief executive, ... Read more

Everett Macleod
Gunner & Co. advises Lumin Wealth on second acquisition

Lumin Wealth Management is pleased to announce it has acquired Everett MacLeod Limited which completed on 6th January 2020, following ... Read more

Gunner and co.
Gunner & Co. recruit new Senior Broker to bolster growing team

Leading independent financial adviser brokerage and consultancy, Gunner & Co, has added a new Senior Broker to its growing team, further ... Read more

Sanlam UK acquires Avidus Scott Lang

Sanlam UK has expanded its northern hub with the purchase of a 55% stake in Avidus Scott Lang, an IFA ... Read more

Case Study: Accountancy sells financial advice arm

The background James Joyce* was the sole financial adviser within a larger accountancy business.  He wanted to structure a retirement ... Read more

Brewin Dolphin
Charles Stanley buys Leeds DFM

Charles Stanley Group announces the acquisition of the Leeds based wealth management company, Myddleton Croft Limited. Formed in 2006 and ... Read more

Are you embarking on selling your IFA business? If you are entering into talks with a potential buyer, arm yourself with Gunner & Co.'s Introduction Meeting FAQs to ensure you cover every base.
What should you ask a potential buyer?

Are you embarking on selling your IFA business? If you are entering into talks with a potential buyer, arm yourself ... Read more

Speculation over Zurich Intermediary buyer

Buyers are still being considered for Zurich’s IFA platform, Zurich Intermediary, which is allegedly on sale for over £50m.  HSBC ... Read more