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We have a good track-record in the acquisition and merger of smaller IFA firms as well as integrating individual advisers who are retiring, approaching retirement or transferring their clients when leaving the industry.


Each case is treated on its own merits in order to provide a bespoke solution to meet specific needs.  We are happy to discuss a range of exit strategies including purchase of your business and provision of on-going consultancy post earn-out.


Confidentiality is assured and we are happy to issue formal agreements by return.  For an initial discussion, call Phil Jacobs on 07979 778556 or email