Specialist Sector: Independent Financial Advisors

What sets us apart

We combine four key elements to deliver exceptional results, partner-led transactions, cutting-edge research tools, a handpicked & client-focused team, and an international network of sector specialists. This unique blend ensures we maximise value, minimise risk, and provide deep market insight—giving you a strategic edge in every transaction.

IFA Trends & Considerations

The sector has remained strong and stable, but market dynamics are shifting. Listed company valuations are trending back to previous levels, yet as capital moves into emerging sectors like infrastructure and healthcare, IFA valuations may soften. US private equity firms are continuing to show strong interest in the UK market, adding further competition and potential consolidation.

Expertise which leads the sector

Our diverse, collaborative team pools wide-ranging expertise, ensuring innovative, tailored solutions that maximise value.

Led by a highly experienced team of unmatched industry professionals, we draw on the knowledge of seasoned sector specialists to give you the edge.

Unlock UK Independent Financial Advisor M&A insights

Discover the key trends which shaped UK Independent Financial Advisors M&A in 2024. The sector has remained strong and stable, but market dynamics are shifting. Listed company valuations are trending back to previous levels, yet as capital moves into emerging sectors like infrastructure and healthcare, IFA valuations may soften. US private equity firms are continuing to show strong interest in the UK market, adding further competition and potential consolidation.  

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Investments
Strategic Insights
corporate finance
Wealth Management