Leading Independent Wealth Management / Financial Advisory Firm – c£250m FUM – Long standing reputation & loyal client portfolio – Scotland – Ref 214
September 25, 2019
A modestly scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – Cheshire – Ref 205
June 20, 2019

A well scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – West Midlands – Ref 207

retiring ifa for sale in west midlands

Background

 

275 active clients and £56m FUM generating a recurring income of circa £280k pa, equating to a client charge of 0.5%. The average portfolio size is circa £200k.

Loyal, local client portfolio predominately residing around the West Midlands.

 

 

Requirement

 

The retiring Director seeks an acquirer with similar cultural values and attitude to client care, with a target completion within 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 020 4540 0457 or contact us here.




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