IFA Sales

Mountain Consulting acts for acquirers of financial services businesses and also for sellers of financial companies. We are an independent broker of financial businesses and will act for one party in a transaction.

We have supported the sale and acquisition of a number of major transactions. These have included:

  • Large City based IFA sold to UK National IFA Group
  • North West based IFA sold to UK National IFA Group
  • South West Wealth Manager sold to UK National IFA Group
  • South East Financial Planning business sold to UK National IFA Group
  • South West Wealth Manager – Advisory role
  • National IFA Group sale to larger group – Advisory role
  • UK Stockbroker asset review – Advisory role
  • Bristol based IFA sold to National Financial Planning firm
  • Oxford based IFA sold to National EB Workplace Advisory business
  • National Accountancy Business Advisory Role
  • Private Equity Company Advisory Role