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Directly Authorised Chartered Financial Planner – c£60m FUM – £250k Recurring Income – Midlands.- Ref 119

retiring ifa for sale in west midlands

Directly Authorised Chartered Financial Planner – c£60m FUM – £250k Recurring Income – Midlands.

Available for Employment / Client Portfolio Buy-Out

 

Background

A Chartered Financial Planner – long established servicing a client portfolio in the Midlands supported by a Para-Planner and 3 Administrative staff.

£60m FUM generating c£250k of recurring income. All clients retained on fee-paying service agreements.

An aggregate 0.5% model

Lifestyle Financial and Cash Flow Planning services

 

Requirement

Trading profitably and fully FCA compliant the Principal recognises regulatory adherence and full compliance will soon impact upon his client servicing capabilities.

Too young to retire and still enjoying being an adviser a fresh chapter is sought most likely within a larger firm where administrative burdens can be shared and on-going trade transacted with common purpose.

 

Consideration

In tandem with an ongoing employed or self employed contract the Principal is seeking a mechanism whereby market rate consideration is paid for the client portfolio over a deferred term leading to his retirement in 5 years.

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