How we work
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.
Overview
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.