Chartered Wealth Management / IFA Business Offered for Acquisition. Subsidary of leading regional chartered accountancy practice. £60m FUM. Devon – Ref 125
January 10, 2018
Chartered & Certified Financial Planner – £10.4m FUM – The North of England – Ref 123
November 29, 2017
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Chartered Financial Planning Firm – Offered for Acquisition – £300m FUM – Central London – Ref 124

IFA for sale in london

Background

 

A long-established firm of Chartered Financial Planners / specialist Wealth Manager servicing a portfolio of 2,000 clients, all active and retained on signed service agreements.

 

£300m FUM generating c£1.8m recurring income and EBITDA of £1.2m.

 

Privately owned and managed business. Strong branding. Fully FCA compliant.

 

Robust and well-founded business model.

 

 

Requirement

 

Pragmatically reflecting on growing regulatory demands from the FCA the founding Director harbours concern continued fully compliant process will soon impact on available client servicing capabilities and commercial returns.

 

Interest is sought from new entrants to the advisory market wishing for a turn-key platform solution to develop their advisory proposition or from an existing advisory business seeking greater growth / market presence in the South East of England.

 

 

Consideration

 

Market rate consideration is anticipated for this £2.5m t/o business over a 24 month period subject to terms.

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