Experience

Retiring IFA

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Regional Director

  • Oct 2022 - Present

• Business Development Associate

  • Jan 2021 - Oct 2022

  Specialising in mergers and acquisitions within the Financial Services marketplace helping National UK Financial Services firms with their bespoke acquisition’s strategies and growth targets. Retiring IFA is known to deliver the highest quality wealth management practices to the market whose owners have spent several decades building up, strengthening client and staff relationships in their practice. We are market leader in both UK volume of deals and more importantly structuring the best terms for your IFA business through the ability to market your propositions to the fastest growing cash rich businesses in the IFA market place. Our clients range from national and private equity backed IFA’s and other professional services firms through to privately owned regional IFA practices SpecialitiesExit strategies, retirement planning, strategic planning, price negotiation, proposition implementation, regulatory requirement and process, introduction of key parties: solicitors, financiers and DFM’s. Show less



Retiring Dentist

• United Kingdom
• Medical Practices
• 1 - 100 Employee

• Business Development Manager

  • Jan 2020 - Jan 2021



Fisher German LLP

• United Kingdom
• Real Estate
• 400 - 500 Employee

• Graduate Surveyor

  • Apr 2019 - Jan 2020