Modestly Scaled Sole Trader IFA available for acquisition due to ill health and retirement of the Founding Director – c£10m FUM – Gloucester / Bristol area – Ref 131
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Long Established Financial Planning, Advisory client portfolio available for acquisition – c£14m FUM – Loyal & Longstanding client portfolio – West Yorkshire – Ref 129
January 22, 2018
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Family Owned & Managed IFA Business offered for acquisition enabling the founding Director an industry exit and retirement – £108M fum – Cheshire – Ref 130

Background

 

A Directly Authorised privately owned business with two advisers providing service to a client portfolio of approximately 250 within the county of Cheshire.

Established 20 years ago – many long standing and loyal clients.

£108m FUM generating a recurring income of c£400k.

Profitable and FCA compliant.

 

 

Requirement

 

The founding Director now in his mid 60’s wishes for retirement and the orderly transfer of his clients to an organisation with “best of breed” servicing capabilities and similar cultural values.

The firm employs a Chartered Financial Planner and highly qualified support staff that are available for on-going employment within the acquirer organisation.

 

 

Consideration

 

Market rate consideration is expected for this business paid over an 18-24 month period subject to DD and contract.

The vendor has made clear whilst price is important the final choice of acquirer will rest with one displaying common cultural values, ethics and client service proposition.

It is expected the vendor will remain within an Ambassadorial capacity post sale ensuring the seamless transfer and integration of client relationships.

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