Traditionally managed IFA seeking business sale in 2019 – £50m FUM – £273k Recurring Income – Bradford on Avon – Ref 194
April 10, 2019
Sole Trader / IFA – £25m FUM & Recurring income of c£160k – “Sell & Stay” – Employed advisory role sought with buy-out terms for existing clients at market rate over deferred period – Peterborough & Surrounding areas – Ref 191
March 18, 2019

Directly Authorised IFA – Long Established – Available for acquisition during 2019 – £50m FUM – Essex – Ref 193

retiring ifa for sale in south east



A traditionally managed IFA operating a restricted “all of market” model with c500 clients throughout Essex.

£50m of FUM generating c£490k of recurring income – all on post RDR style client service arrangements.

Highly profitable business – run efficiently and prudently for many years.

Clean compliance record and no client complaints.





With age and health issues an influencing factor a business sale is the natural next stage enabling another organisation to take control of the loyal client database.

The vendors are comfortable with the prospect of remaining in an ambassadorial capacity post completion to facilitate an elegant and seamless client integration.






A market rate value is expected to be achieved for this “clean” business using usual metrics with consideration paid in deferred terms over an 18-24 month term, subject to DD and contract.

Within the business are several technical staff available for re-employment with the acquirer firm subject to contract and employment terms.


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