Long Established IFA – c£50m FUA – Midlands & South West. Retirement Sale – Ref 91
September 13, 2016
Divestment of Database & Portfolio – c£70m FUM – £130k Recurring Income – Ref 89
April 8, 2016

Database, Portfolio & Key Staff – c£35m FUM – c£190k Recurring income – Ref 90


Long established Directly Authorised Chartered Financial Planning firm – client database and investment portfolio to include key advisory & support staff available for acquisition.


A Directly Authorised Chartered Financial Planning firm servicing clients within the London, Essex, Hertfordshire and surrounding areas. Led by the founding Director this firm services a modest portfolio of loyal clients including HNW individuals, families and SME’s. With c£35m FUM the firm achieves recurring income of c£190k from annual revenue of c£250k. Operating in a contemporary style with all client records computerised the firm is profitable with a strong balance sheet and cash reserves.


With retirement approaching the Principal wishes to explore interest from acquirer companies with appetite and proven financial resources. An imperative is the acquirer’s ability to demonstrate financial and trading models providing appropriate / parallel levels of client service.


Market rate consideration is sought (typically at 3 times multiple of recurring income) of c£600k with value passing from acquirer to vendor in deferred terms over an 18-24 month period (50:25:25) subject to DD and legal contract.


The vendor retains an open mind over timing however welcomes exploratory discussion.

Express Interest

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