Sell your IFA firm without losing control
Sell as a going concern, protect your clients, and stay involved as much — or as little — as you choose.
Not all acquirers are built the same
Traditional consolidators
Many consolidators focus on asset gathering — moving clients into in-house portfolios, platforms, or models.
Loss of independence
Disruption to clients
Pressure to change your advice model
Fintuity's approach
We acquire firms as going concerns, not asset transfers.
Loss of independence
Disruption to clients
Pressure to change your advice model
Sell your firm
without losing what matters
Exit on your terms while retaining what's most important to you and your clients.
Keep your brand and identity
Your firm continues under its existing name and client relationships
Stay involved — on your terms
From immediate exit to 12–36+ month transition or longer
Protect your clients
No forced product changes or investment migration
Remain independent
Whole-of-market advice stays at the core of your proposition
Gain time back
We handle admin, compliance, and paraplanning through our Adviser Hub
Interested in what this could look like for your firm?
Who is this for
Immediate exit
Planning retirement now
Want a clean, secure transition
Clients looked after without disruption
Phased transition
Exit over 12–36+ months
Maintain client relationships during transition
Gradually step back
Growth-minded partners
Want to de-risk ownership
Focus on advising, not running the business
Scale with stronger infrastructure
Clear, flexible deal structures
Every firm has a different timeline, structure, and client base. That’s why we don’t apply fixed models or rigid deal terms.
We work with you to shape a structure that fits how you want to exit — while protecting your clients, your team, and your legacy.
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Up to 50% upfront consideration
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Flexible earn-out structures
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Share or asset purchase options
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Market-aligned revenue multiples
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Optional ongoing adviser roles
Fintuity is a partner you can trust
FCA regulated network
Supporting advisers and firms across the UK
Proven technology and operational infrastructure
Client-first philosophy at every stage
Choose the path
that fits your next step
Exit on your terms while protecting what matters most — your clients, your team, and your legacy.
Exit fully, with confidence
Step away knowing your clients, team, and business continue to be looked after — without disruption.
Best for immediate retirement
Stay involved — on your terms
Continue advising your clients while we take on the operational side of the business.
Best for phased retirement
De-risk ownership and grow
Reduce operational pressure and scale your firm with stronger infrastructure and support behind you.
Best for growth-focused advisers
Interested in what this could look like for your firm?
Hear from firm owners who chose Fintuity
Let’s talk about the right next step for your firm
Whether you're planning retirement, succession, or simply exploring your options — we’ll help you make the right decision.
Not ready to sell your firm?
You can still benefit from Fintuity’s infrastructure and support without selling.
Business programs
Fintuity for
Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.