IFA for sale in london
A Chartered Wealth Management firm – Offices in Central and North London – Progressive and Contemporary trading style – £20m FUM segmented client database available for acquisition following strategic review – Ref 170
November 5, 2018
retiring ifa for sale in south west
HNW (High Net Worth) Client base of c£40m FUM available for acquisition – UK Wide – South West of England – Ref 168
November 5, 2018
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A Chartered Financial Planning / Wealth Management / IFA Advisory business – Long established – Dominant position within market services – c£200m FUM – South East England – Ref 169

retiring ifa for sale in south east

Background

 

With c£200m FUM this specialist Chartered advisory firm can only be described as “best of breed”.

Impeccable systems and procedures. Meticulous record keeping. An exemplary client service proposition. A top class advisory team committed to excellence.

Medium to long-term ascendency and retirement planning has brought this business to the market. Following a strategic review, the Board has recognised being a part of a larger entity with shared cultural values will deliver economies, safeguard client interests and deliver buy-out mechanisms/certainty for retiring Directors.

 

Requirement

 

To partner with a culturally compatible firm where synergistic benefits can be achieved. Client service experiences can be enhanced and overall value increased through common purpose.

 

Consideration

 

Given the quality and inherent potential of this firm, a valuation at top market rates is reasonably expected through the application of a 3.5 times recurring revenue multiple as a share sale paid over an 18-month term.

The existing advisers will seek ongoing employment leading to their own individual revetment dates. Support and technical advisory staff are also available for ongoing employment subject to terms/contract.

Interested and would like to learn more?
Call us on 0333 555 6000 or contact us here.