Background
A modestly scaled but well managed IFA practice servicing a portfolio of loyal and long-standing clients throughout the County of Derbyshire – individuals, partnerships, and families. No corporates.
FCA Directly Authorised. Clean compliance record with no history of promoting high-risk products and services.
£30m of client monies invested with high-street name product providers.
Requirement
The founding owner / adviser has now reached his desired retirement age and with vocational interests and family commitments taking priority the time to secure a fresh client custodian has arrived.
Intersest is invited from well-founded advistory firms with existing client servicing capabilities and a geographical presence within Derbyshire
It is expected deal terms and a business sale can be achieved during 2026.
Consideration
The firm presents well and with a clean track record, loyal client portfolio, and investments within low-risk household named portfolios it is reasonably expected this business will command acquirer interest and an enterprise value in the range £750k – £800k, subject to contract and terms.
Express Interest