ESTABLISHED IFA / WEALTH BUSINESS – ACQUISITION OR JV OPPORTUNITY

A rare opportunity to acquire or partner with an established female-led financial planning business operating under a recognised UK network structure.

The business has developed a trusted reputation with a growing client base including professionals, women, business owners, and accumulation clients, with a strong focus on relationship-led advice and long-term growth. Highlights include: • Approximately £8,000+ recurring annual income • Clients are currently charged at only 0.5%, offering clear uplift potential in line with market rates • Existing pipeline of future investment and inheritance opportunities • Introducer and referral relationships already established • Female-focused and lifestyle-led brand with significant expansion potential • Network infrastructure already in place • Ideal bolt-on acquisition for adviser, IFA firm, or wealth practice seeking growth without cold prospecting The opportunity may suit: • Existing IFAs seeking additional recurring income • Wealth firms looking for younger accumulation clients • Mortgage/protection businesses wishing to expand into wealth • Advisers seeking a ready-made brand/platform • Strategic JV or succession opportunities The owner is exploring employed opportunities and is therefore open to discussions regarding: • outright sale • phased acquisition • merger or joint venture • revenue share partnership Serious and confidential enquiries only.