Sectors / Wealth

Your client book is worth more than you think.

IFAs, financial planners and investment managers. We know the consolidators, and how they price recurring income.

Talk to us about your business

Where we work in wealth management

Financial planning and IFAs

Advice-led firms with recurring fee income.

Investment management

Discretionary and fund management businesses.

Protection and mortgages

Specialist advice and broking firms.

Recent wealth deals

All Success Stories
Success Stories
Innes Reid sold to Titan Wealth
Wealth, Sale
Innes Reid sold to Titan Wealth
Wealth, Sale

Innes Reid sold to Titan Wealth

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Wealth, Sale
Margetts Wealth Management finds its buyer from within
Wealth, MBO
Margetts Wealth Management finds its buyer from within
Wealth, MBO

Alinea has guided Kevin Smith, the owner of Margetts Wealth Management, through a meticulously planned management buy-in, creating perfect alignment for continued success while reinforcing the firm's thriving independent culture.

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Wealth, MBO
Clarion Wealth Planning stays independent
Wealth, MBO
Clarion Wealth Planning stays independent
Wealth, MBO

Alinea has guided Ron Walker, the owner of Clarion Wealth Planning through a defining management buyout that preserves the firm's independence and values while setting the foundation for its next phase of growth.

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Wealth, MBO

Your best buyer may not be in Britain

We are the exclusive UK member of Pandion Partners. Its sector specialists reach acquirers across Europe, the Americas and Asia that you would not find alone.

Our international reach →
Pandion Partners offices worldwide
53
offices worldwide
146
professional advisers
511
deals since 2015
25
languages spoken

Is your wealth business ready
for sale?

Leave your name and email and we’ll arrange a first call on how to unlock your company’s hidden value and exit potential.