Advisory & Brokerage Services Limited

Advised Advisory & Brokerage Services Limited on its sale to Aegon UK


A&B was a leading professional IFA business dealing with the clients of many of London’s leading law firms.

The founder of A&B was seeking to retire.

Aegon UK was seeking to develop an IFA business through the acquisition of several top quality IFA businesses.


The transaction helped create a broadly based IFA platform for Aegon in the UK and enabled the chairman to retire.

Our Role

Acted as strategic advisors to A&B which led to it advising its shareholders on the competitive sale of the business to Aegon.

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