retiring ifa for sale in wales
Modestly scaled Sole Trader IFA seeking retirement – £31.5m FUM – Recurring income of £140k – South Wales – Ref 220
November 5, 2019
retiring ifa for sale in west midlands
HNW client portfolio – 150 active cases with an average £250k holding. Loyal, long-standing and of professional employment status – £35m FUM. Recurring income £142k – Birmingham & M4 corridor – Ref 215
October 11, 2019

Chartered Financial Planner – ‘One man band’ / Ltd Company – Modestly scaled client portfolio within Hertfordshire – c£12m FUM – Available for acquisition and retention of 39 year old adviser in an employed or self-employed capacity – Ref 216

retiring ifa for sale in south east



Established during the past decade this modestly scaled business is run by a 39 year old commercially focussed Chartered Financial Planner with a keen eye for detail and client welfare and servicing experience a cornerstone.

With only 42 clients and c£12m FUM the business follows a 0.75% charging model so generating annual recurring income of c£90k.

Aggregate holdings are above the national average and most clients are in capital accumulation stage rather than draw-down.

Excellent local connections within the local business community including leading firms of Chartered Accountants and Solicitors.





As with many small scaled firms the compromise between commercial focus and full regulatory / compliance / bureaucratic responsibilities is a challenge. This adviser is finding too much of his time is spent in non client facing activity.

Recognising scale matters he would like to join a larger local advisory business introducing his clients and remaining in an advisory capacity – employed or self employed.

A future career further developing his existing client base and growing with new business introductions is his ambition.





A normal market rate valuation of between 3 – 3.5 times annual recurring revenue is sought so calling the business within the band £270-315k subject to DD and contract.

Payment terms structured over an 18-24 month period is ideally sought together with an employment package


Express Interest

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