Welcome to Hoxton Wealth, the new home of Hoxton Capital

Hoxton Wealth Partnership Strategies

Hoxton Wealth Partnership StrategiesPartnership Strategies

As a growing wealth management firm, Hoxton Wealth is the perfect partner for owners looking to exit their current business. Collaborating with like-minded firms, our experienced acquisitions team acts as your strategic associate to ensure a seamless handover and the future prosperity of your valued clients.

Our clients are at the heart of everything we do, so we understand how important it is to make sure that your clients continue to receive the service you’d want to give them yourself.

If you’re an IFA business owner based in the UK, looking to retire shortly or in the future, we can help you exit your business and maintain continuity for your current clients and staff.

Hoxton Wealth’s commitment to service, continuity and the best outcome for you, means that we don’t push platforms, DFM’s or processes. All our acquisitions are bespoke offers, tailored to you as a business owner.

The path we take together is dependent on what you want to achieve.

Exit strategies

Each acquisition is different, and we understand that as an IFA business owner looking to sell, you’ll have your own timescale. That’s why we can follow two broad approaches.

  • Direct retirement

    If you’re ready to retire soon, we will work in partnership with you to make this happen smoothly. Typically, we’ll collaborate with owners on a handover period of 6-12 months.

    • Flexible handover period
    • Continuity of investment proposition for transitional period
    • Continuity of client service proposition for transitional period
    • Maintenance of platforms and providers
    • Dedicated financial planning team for each client
    • Cutting edge technology with Wealth App
    • Weekly newsletters, monthly investment market updates
  • Partial sale with future buyout

    If you’re planning further ahead and thinking of retiring in the next 5 years or so, we can work together to create a plan that increases our involvement as you approach your final exit. From an agreed initial stake to full purchase, Hoxton Wealth will be involved from day one of our partnership until full handover.

    • Integrate your business now and receive the full earnout when you retire
    • Full sale of firm now and continue as international or UK based adviser
    • Benefit from Hoxton’s extensive support and resources
    • Ability to service UK client bank internationally
    • Enjoy the international lifestyle and tax advantages
    • Ability for a guaranteed future buyout benefiting from growth

How Can We Help You?

If you would like to speak to one of our advisers, please get in touch today.


Our acquisitions process

  • Initial meetings

    We’ll meet with you as many times as needed. Once we’ve got the information we need, we’ll produce an offer tailored specifically to your business.

  • Hoxton analysis

    Unlike other acquisitions businesses, we ensure we get enough information upfront to be confident we’ll maintain our offer throughout the process. We won’t try to renegotiate at the last minute.

  • Deliver offer

    We don’t have templated offers, each process is unique. We’ll meet to deliver our bespoke offer for your business.

  • Offer accepted

    Once you accept, we want to move fast. Your partnership with Hoxton is about delivering to your timescales.

  • Heads of Terms agreement

    We work with trusted solicitors who use our Heads of Terms agreement to produce full legal packs.

  • Due diligence

    Where other processes stall, we work quickly and, depending on complexity, we’ll complete our due diligence within 4 weeks. This is also your opportunity to meet our advisers to ensure smooth client handover.

  • FCA approval

    Application will be submitted once Heads of Terms are signed to accelerate completion.

  • Contracts signed and Completion

    This is only day one of our partnership. Hoxton will work alongside you as agreed to ensure continuity of service to your clients. This is where our bespoke integration strategy begins as we set up the processes for day-to-day operations and handover if required.

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