Wealth Holdings provides a unique blend of skill and experience to deliver a comprehensive opportunity for IFA practices to embark on the next stage of their development whether that is selling their practice, completing an acquisition or implementing a succession plan. We will be clear from the outset as to which party we represent but the best deals will always maximise value for both parties.

Our team have extensive knowledge of the sector and will support practices throughout the transition providing practical support and guidance.

We start by gaining a deep understanding of your aims and ambitions, your client proposition and the value drivers in your business. We provide extensive documentation to capture the key details and help you to maximise your potential by assisting practices in presenting a comprehensive business prospectus.

To ensure a smooth transition that works for all parties we utilise our deep knowledge of the sector to ensure we find the correct combination of deal structure and cultural fit for you, your staff and most importantly, your clients.
We work alongside the management team throughout the transition in order to ensure you achieve the best possible outcome for all stakeholders.


Current Opportunities

Growing in the South West

Our client is looking to expand their

practice across the South West

covering Devon, Cornwall and as far

as Bristol. Providing a freindly,

professional but local service they

are seeking planners looking to exit

and ensure thier clients retain a

local adviser.

Major IFA Consolidation

We are working with one of the

largest wealth management groups

in the UK. Now owned by a leading

name in financial services and well

funded they are looking to acquire

high quality practices across the UK.

Regional Growth plans

We are working with firms looking to

acquire client banks or practices in

Norfolk, South London and Kent, Home

Counties and Milton Keynes areas. If

you are in those locations and looking

to retain a local freindly service for

your clients post sale please contact us.

Sell and Stay

Retirement after a sale isn't the only

option. If you are considering a sale

but wish to stay on and help grow the

practice we have firms looking to partner

with you with a buy and grow strategy.

Please get in touch if a confidential

conversation would be of interest.