retiring ifa for sale in south east
IFA Wealth Manager -30 Year trading history – North London / Hertfordshire – Retirement sale – Ref 209
July 4, 2019
retiring ifa for sale in west midlands
A well scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – West Midlands – Ref 207
July 1, 2019

A high net worth, low-risk advisory business built on strong ethics and excellence in client service and focus – London – Ref 208

IFA for sale in london

Background

 

100 active clients and £37m FUM generating a recurring income of circa £320k pa, equating to a client charge of c.0.8%. The average portfolio size is c.£370k.

Loyal, local client portfolio predominately residing within Greater London.

 

Requirement

 

This is a ‘sell and stay’ scenario and the current Director seeks an acquirer with similar cultural values and attitude to client care, with a target completion within 2019.

 

Consideration

 

A minimum multiple of 3.5x recurring income is required for this acquisition, with 50% to be paid on completion and the remainder to be paid over an 18-24 month period.

 

Express Interest

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




I consent to Tomorrow IFA using the above details to contact me about IFA opportunities