SIGNIFICANT BUYER (£3bn FUM)

SEEKS

SIGNIFICANT IFA (£250m + FUM)

 

Background

A national, independent, IFA / Wealth Manager, founded by seasoned sector heavyweights.

Tired of corporate life, but full of ambition. Individuals that speak your language, and understand your World.

Underpinned by a leading global private equity firm, dedicated to financial services industry investment. A significant monetary commitment and statement of confidence.

 

 

Strategy

Establish a national presence within the UK via a series of targeted acquisitions creating a technology-enabled, national advice group, providing holistic and hybrid advice.

Embrace the best of IT to enable client servicing regardless of financial status.

Retain traditional elements of client service.

 

 

Achievements

Considerable investment in systems, processes, and IT, now complete.

First round acquisitions fully integrated accumulating £3bn of client monies, including a DFM, now serviced by a team of 35 advisers.

Offices and client servicing capabilities in major UK business centres.

A "best of breed" structure providing the platform for sustained profitable growth.

 

 

Ambition

Further growth organically and via targeted acquisition, UK wide, to fuel continued commercial progress.

Achieve £12bn FUM, 200 advisers and 50,000 clients within 5 years.

Attain market leader status on merit.

 

 

Target Acquisitions

Wealth Management / IFA firms of scale. Min £250m FUM. UK-wide.

Robust, sustainable, and commercially viable business models capable of upscaling with appropriate support and investment.

Sound technical, advisory and managerial capabilites.

 

 

Buy-Out Terms

Industry / market leading.

Incentivised earnings packages.

Equity participation.

 

 

What next?

If you are contemplating the next chapter for you, your business and its clients. If you feel change, and possibly joining forces with a larger entity, is appropriate and timely. And if you consider the above to be relevant and of interest. Then please contact Paul Clutton in complete confidence on 07971 959432 or using paul@tomorrow-ifa.co.uk

He will share detail for this opportunity.