Two ways out
Fiducia — sell nowSecuro — step backCompare the two routesWhat we look forHow a sale works
Tools
What is my practice worth?Succession readiness scoreOwner dependency checkExit timeline plannerFind your firm
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The firm
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Book a confidential call 020 8396 0486
A Practice Group brand · acquiring for Equity & General, FCA No 474163

Sell your advice business — direct, confidential, and to a buyer who advises

The question that stops most advisers selling is what happens to their clients. We buy UK advice firms at no less than market value for Equity & General, the FCA-authorised firm that then advises them. Not a consolidator exit, and not a rushed sale.

Book a confidential call Compare the two routes
  • £25m–£100m assets under management
  • A buyer, not a broker
  • Confidential from the first call
Retire now — Fiducia Step back over years — Securo What is it worth?
Equity & General Directly authorised — FCA No 474163 Registered in England 03314593 Fiducia — immediate acquisition Securo — staged succession
Where would you like to start?

Which one is you?

Selling a client book and handing over a career are two different transactions. We run one programme for each.

Sell now

Fiducia

An immediate, respectful exit.

Equity & General acquires the client book at no less than market value and takes on the advice relationship. You hand over on an agreed timetable and you are done.

  • Immediate acquisition of the client book
  • Full novation, with no gap in the client’s advice
  • Optional co-branded handover, paced by you
  • Team retention available where you want it
  • Stay on as a consultant afterwards if you would like to
How Fiducia works
Step back

Securo

Keep advising. Put the weight down.

You carry on running your business, with Equity & General carrying compliance, paraplanning, administration and infrastructure. When you are ready to stop, the exit terms are the same as Fiducia’s.

  • Compliance, paraplanning and admin handled by E&G
  • You keep the client relationships and the adviser role
  • Trainee advisers re-engage the clients you have not had time for
  • Exit later at no less than market value
  • Novation option if the terms do not suit you at that point
How Securo works
See them side by side
Why deal with us direct

A buyer, not a broker

A broker introduces you to someone else and takes a fee for it. We are the firm that ends up advising your clients, so the terms and the aftercare are agreed with the same people.

One conversation

You are talking to the acquirer from the first call, not passing messages through a deal team.

Confidential throughout

Your firm is never advertised around the market, and early conversations can be anonymous.

The clients stay advised

Full novation into an authorised advice firm, with a named adviser and the same proposition.

Your timeline

Immediate exit or a staged handover over years. The pace is set by you, and written down.

How it works

Five steps, whichever route you take

Confidential call

Twenty minutes on your timeline, your clients, your team and what you want to happen.

Indicative terms

A range and the things that move it, explained.

Due diligence

Recurring income, client mix, concentration, permissions, past business.

Heads of terms

Price, structure, timing, your involvement afterwards, and what happens to your team.

Handover

Client communication, novation and a transition run at the pace you set.

The process in full
Free, no obligation

Start with a number, not a sales pitch

Four tools that answer what owners want to know first.

What is my practice worth?

An indicative range for an advice book, built from recurring income, client mix and concentration.

Succession readiness score

Twelve questions on how saleable the firm is as it stands today.

Owner dependency check

How much of the value walks out of the door with you, and what moves it.

Exit timeline planner

Which of the two routes fits the date you actually have in mind.

What we are looking for

A good advice business that deserves a good home

UK advice firms with £25m–£100m under management, recurring income, long-standing client relationships and a clean regulatory history.

We are flexible on location, platform, back office and software; on whether you leave now or in five years; on directly authorised or appointed representative; and on whether your team comes with you or stays put.

What we look for
Two advisers shaking hands over a desk
Start here

Find your firm

Search for your business and we will pick the conversation up from what is already on the public record.

Firm names and towns, from the public record.

Can’t see your firm? Tell us about it.

Straight answers

The questions advisers ask first

Who actually buys the business?
Advisor Group runs the acquisition, and Equity & General Financial Services Limited is the acquiring firm. A book of regulated advice clients can only transfer to an authorised firm, so E&G (FCA No. 474163) contracts and advises your clients afterwards. Either way you are dealing with the buy side throughout, not a broker acting for someone else.
What size of firm are you looking for?
Advice businesses with roughly £25m–£100m of assets under management. Outside that band we will still take the call and say so honestly.
Is this confidential?
Yes. Early conversations can be anonymous, and your firm is never advertised or shown to a third party.
Do I have to leave straight away?
No. Fiducia is an immediate exit; Securo lets you keep running the business on our infrastructure and leave when you choose.
What happens to my clients?
They move to E&G under a full novation, with the same advice proposition and a named adviser. Where you want it, the handover is co-branded and paced by you.
What happens to my staff?
Team retention is an option in both routes, agreed deal by deal, in writing, before completion.
What if I am not ready yet?
Then Securo is usually the honest answer, or nothing at all for now. We will tell you if we think you are better off waiting.
Let’s talk

Ready for a straight conversation about your next chapter?

Twenty minutes, confidential, and no obligation. We will tell you which route fits, or that neither does.

Book a confidential call 020 8396 0486

Book a confidential call

Twenty minutes on your timeline, your clients and your team.

Your enquiry goes to Equity & General’s acquisitions team, and you can ask us to delete it at any time. See our privacy notice.

Thank you — that’s with us

Someone will come back to you within one working day. If it is urgent, call 020 8396 0486.