retiring ifa for sale in south east
IFA seeks a “Sell & Stay” opportunity – c£22m FUM – £187k recurring income – West Sussex – Ref 174
January 11, 2019
ifas for sale in north west
Sole trader / Ltd Company IFA seeks “sell & stay” scenario within a larger advisory firm enabling retirement in 2 years – £27m FUM – Recurring income of £120k – Cumbria – Ref 165
October 25, 2018

A Chartered Financial Planning / Wealth Management / IFA Advisory business – Long established – Dominant position within market services – c£200m FUM – South East England – Ref 169



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.




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.




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.

Express Interest

Interested and would like to learn more?
Call us on 020 4540 0457 or contact us here.

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