ifas for sale in north west
A modestly scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – Cheshire – Ref 205
June 20, 2019
retiring ifa for sale in west midlands
Independent Financial Planning Firm / Wealth Manager – £20m FUM – Loyal Client Portfolio – Available for acquisition – A retirement sale due to ill health – Shropshire – Ref 203
June 20, 2019

A modestly scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – Northamptonshire – Ref 204

ifa for sale in midlands

Background

 

158 clients and £44m FUM generating a recurring income of circa £116k pa and an average portfolio size of £219k.

Loyal, local client portfolio predominately residing around Northamptonshire.

 

Requirement

 

The retiring Director seeks an acquirer with similar cultural values and attitude to client care, with a target completion in 2019.

This is a “sell & go” scenario. The exiting Director will ensure an orderly, elegant and effective client hand-over so assisting the integration process.

Post-sale, the vendor will be available in an ambassadorial capacity, always on hand to provide soft facts as necessary.

 

Consideration

 

Market rate consideration is sought, passing from acquirer to vendor over an 18-24 month period in deferred payments.

An introducer arrangement made available to the retiring Director will ensure a steady stream of new client introductions.

 

Express Interest

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




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