Testimonials.
Hear from some of our clients.
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. were instrumental in helping me with my acquisition. The help and support I had from the team was absolutely invaluable throughout. I would highly recommend their services to anyone considering a sale or purchase of an IFA business, their expertise is first-rate. Gwill Evans, in particular, supported me during the process and was able to introduce me to a business which was a great fit.
Tyron Edmonds - Acacia Wealth Management
Selling your business is a very steep learning curve with a multitude of pitfalls along the way. The support that I received from Gunner and Co in navigating these pitfalls from beginning to end was exceptional. They have a very experienced and professional team who thoroughly know the marketplace ,and in addition run some very useful workshops focussing on preparing for sale, the sale process , and the tax implications of the various routes available. I worked very closely with Gwill Evans who helped me navigate to a good deal for my clients, a good deal for me and for the buyer. I would thoroughly recommend Gunner and co and Gwill to anyone seeking to sell their business.
Christopher Jackson - Jackson Hodge
We started working with Gunner & Co. a number of years ahead of our business sale. I spent a lot of time understanding the market and the ‘players’, Gunner & Co. added depth and detail, introducing me to a number of firms that were new to me that offered possibilities. Louise was on hand throughout, giving just the right level of support to move the deal to a positive conclusion.
Gareth Shaw - Morfitt & Turnbull
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
Realising an asset, you have created from scratch over a generation, is something you are only likely to do once and therefore approach with a fair degree of trepidation and naivety. In preparing for the sale of Weston Cummins, we found it invaluable to attend seminars conducted by Gunner and Co. The one thing I learnt about being a businessman is being a realist, and so the guidance offered in modelling the company for sale was invaluable; this process cannot be started early enough. One thing leads to another and when we were ready, we engaged Gwill Evans at Gunner and Co to collate an information memorandum to put out to the market to potential suitors within the strict criteria we had jointly established. Gwill then patiently lead us through a to a number of interested parties until be came down to two companies and finally very happily settled on HFMC.
Alan Weston - Weston Cummins
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, 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
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
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
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. 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
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
Louise knows the market and was at all times efficient, helpful and responsive. As Gunner & Co. 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
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
Working with Gunner & Co. to sell my business was one of the best decisions I’ve made. From the very first conversation, their team demonstrated a deep understanding of the market and a genuine commitment to achieving the best possible outcome for me. They guided me through every stage of the process with clarity, professionalism and unwavering support. The valuation advice was insightful, the preparation work was meticulous, and their management of buyers was exceptional. I always felt informed, protected and confidently represented. Thanks to their expertise, the deal was completed smoothly and on strong terms. I couldn’t recommend Gunner & Co. highly enough to any business owner considering a sale.
Jeremy Brooks - Brooks Wealth Management