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
Financial Advisory Practice/Wealth Manager – £200m FUM – Central/South London – Retirement Sale – Ref 196
April 26, 2019

Chartered Wealth Management / Financial Advisory Firm – £165m FUM – Loyal client portfolio – Available for acquisition as a “Sell & Stay” enabling the principal a capital event and ongoing employment – Lancashire – Ref 198

ifas for sale in north west



A long established and well-founded Chartered Financial advisory business led by a seasoned planner with a background in corporate life prior to establishing this niche entity.

Highly profitable with consistent levels of growth through new business largely generated via local marketing, sponsorships and professional connections – high profile within the community serviced.

Robust and consistent recurring income stream of c£1m.

Strong advisory team underpinned by client focused managers and administrative support.

Professional offices, appropriate for the audience serviced.




Recognising significant potential for growth the founding Director is keen this is captured. However, accepting this may be best achieved as a part of a larger entity making best use of shared resources with common purpose a “sell & stay” deal is sought.

All of the advisory team are available for ongoing employment, subject to contract.




Market rate consideration is expected to be achieved passing from acquirer to vendor over an 18-24 month term with deferred payments. Using a 3-3.5 times multiple of recurring revenue or a normalised EBITDA formula the headline value is likely to be in the region of £3.5m.

Employment contracts for the retained staff will provide reward for ongoing client servicing and incentive for new business generated. To be negotiated under a separate contract.


Express Interest

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