Financial Services Sales

If you are looking to sell your IFA, financial planning or wealth management business, Gunner & Co. can work with you to define that journey.

You are only going to sell your business once, so as your business broker we actively seek to understand your business, and also your wish list to identify the solution right for you, your clients and your team. 

Gunner & Co. represent the largest group of buyers of all brokers.  From small local firms to national consolidators. We focus on the right fit, to give you and your clients the best outcome.

We have worked on hundreds of transactions, ranging from small single-adviser firms to large multi-shareholder businesses.  We put your confidentiality at the core of our service. 

And if your business needs a little help preparing for a sale, joining a workshop will give you the guidance you need.

We have a proven track record of completing IFA Sales and we are paid by the business buyer, so our services typically come at no fee to you.

If you would like to talk to someone confidentially regarding your next steps, email us to set up an introductory call: or contact one of the team

Why Our Clients Recommend Us

“Thank you for all your help in securing me a great deal. I certainly consider myself very fortunate and so pleased to have had your/your teams assistance in selling my financial planning firm.”

Mike Macloed,
Everett Macleod

“Gwill painstakingly and patiently discussed my requirements and concerns. Throughout the whole process, Gwill proved to be totally indispensable.”

Dermot Griffin, Griffin Independent Financial Advice

“Extremely impressed with the service provided by Gunner & Co. The team were very attentive, responded to questions quickly and dealt with any potential problems with great care.”

John Roberts,
Gilmour Hamilton

“From the first introduction through to completion, we have found your service to be professional throughout. You have carefully explained the options and implications of each potential purchaser and made some quality introductions that has enabled us to secure an excellent offer.”

Steve Tait, Midas Financial Planning

Gunner & Co. Completed Deals