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
Traditionally managed IFA seeking business sale in 2019 – £50m FUM – £273k Recurring Income – Bradford on Avon – Ref 194
April 10, 2019

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



Long established traditional style advisory business with an enviable track record providing cautious and prudent advice to a portfolio of 350 loyal clients predominately based within London and the South East of England.

Personal retirement planning of the firm’s Principals presents an opportunity to acquire this business with an aggregate investment portfolio of 0.5%.

The nature of this business model provides a significant opportunity for the pro-active acquirer to increase capital value and revenue streams without client slippage.





A share sale is sought to enable ETR eligibility ideally with completion by Q3 2019.

Interest is invited from acquirers with presence and client servicing capabilities within the South East of England.

The vendors would like to participate in the client integration process, at least until such point as new client service arrangements are in place. Thereafter acting in an ambassadorial / non-advisory capacity and introducing new clients from personal referral networks developed over many years.





A market rate valuation is reasonably expected – probably at a premium given client longevity, loyalty and the relatively modest current charging structure.

3.5 – 3.75 times recurring income with consideration paid over 18-24 months using a deferred payment model in three instalments – 50:25:25 would yield a realistic headline valuation, subject to DD and legal contract.


Express Interest

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