Long Established Financial Planning, Advisory client portfolio available for acquisition – c£14m FUM – Loyal & Longstanding client portfolio – West Yorkshire – Ref 108
July 22, 2017
Long established sole trader IFA client database & investment portfolio offered for sale due to the death of the Principal – £12.5m FUM – Long standing and loyal client portfolio – Middlesex – Ref 106
July 20, 2017

Financial Planner, Adviser and Employee Benefit Consultant available for acquisition as a going concern complete with advisory and support staff – FUM £82m recurring income of c£500k – West Sussex – Ref 107

Background

 

A well organised and profitable advisory firm located within an area of significant affluence and commercial opportunity.

Established presence within the local business community and amongst professional organisations. Credible and respected.

20 year trading history.

Fully FCA compliant.

 

Requirement

 

Following an internal review and strategic assessment of the overall business, regulatory pressures and a desire for continued FCA compliance are factors driving necessary change.

Recognising the benefit now and in the future for scale and shared resources the founder / owner(aged in early 50’s) now wishes to parter with a larger firm. This will crystallise a capital event and allow the advisory staff to continue in unchanged form providing advisory services to existing and new clients.

Scale will provide shared resources, economies of scale and greater commercial abilities through common purpose and endeavour.

 

Consideration

 

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

Advisory and key support staff are available for re-engagement and ongoing employment subject to terms and contract.

Express Interest

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




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