retiring ifa for sale in south west
An Independent Chartered Advisory firm established in 2010 – £70m FUM – 120 clients – Hereford/Gloucester borders – Ref 171
November 5, 2018
retiring ifa for sale in south east
A Chartered Financial Planning / Wealth Management / IFA Advisory business – Long established – Dominant position within market services – c£200m FUM – South East England – Ref 169
November 5, 2018
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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

IFA for sale in london

Background

 

A Chartered Advisory firm with strong client connections throughout London and the South East of England. Successful trading model. Good systems and procedures. Excellent client proposition.

Following a review of recent and current trading, the Board has decided to concentrate on core areas only. As a result, c£20m FUM has been identified as surplus. Reflecting on available options the Board has decided rather than recruit more advisory staff to service this portfolio a sale would be preferred of the segmented proportion.

 

Requirement

 

Interest is invited from advisory firms/individuals interested in acquiring a portfolio of clients following a segmentation exercise of c£20m FUM all at a 1% charging model.

 

Consideration

 

The vendor firm is looking to achieve a 3 times multiple of recurring income paid over an 18-24 month period.

Contractual terms will be put in place regarding non-solicitation of clients post-sale and the vendor firm will assist the client hand-over and integration in a completely impartial manner.

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