retiring ifa for sale in south west
Independent Financial Planning / Wealth Management Firm – c£145m FUM – Loyal client portfolio – Available for acquisition as a going concern – Dorset – Ref 167
November 5, 2018
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
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A “husband & wife” Wealth Management Business. Both Principals with 20+ years advisory experience – £150m FUM – £600k Recurring Income – North & Central London – Ref 166

IFA for sale in london

Background

 

A Directly Authorised Wealth Manager servicing a portfolio of some 250 clients predominately located within North and Central London, most with c£500k investment portfolios.

Robust processes and procedures. Cautious attitude to client investment. Full FCA compliance.

Professional back office team comprising technical and administrative support.

Profitable with strong cash reserves.

 

 

Requirement

 

Changing sector landscapes, regulatory influences and pressures of running an advisory firm has resulted in an re-appraisal of work / life balance. Retirement seems a more compelling prospect.

Interest is invited from acquirers with appropriate business model and resources – importantly servicing capabilities in existing areas of operation.

The vendors will consider both a “sell & stay” or “sell & go” scenario – most important is the future welfare and service experience of the firm’s loyal and longstanding client base.

 

 

Consideration

 

With a clean trading history and impeccable investment performance this is a premium offering so worthy of achieving upper market rate terms.

The vendors are comfortable with deferred terms paid over a 24 month period, subject to DD and contract and will participate in the on boarding and integration process ensuring elegance and a minimum of slippage.

Advisory & technical staff are available for ongoing employment subject to contract.

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