IFA Wealth Manager – £50m FUM – c£200k Trail – Ref 87
April 6, 2016
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Financial Planner – c£100m FUM – Annual Revenue £1.4m – Ref 85

North West of England

Directly Authorised Financial Planner available for acquisition as a going concern – self employed model with 15 highly qualified advisers. Sale due to retirement of Principal.

Background

A Directly Authorised Financial Planning Firm servicing approximately 2,500 “active” clients predominately within the Liverpool and Manchester areas and some cases in Yorkshire and South Wales. With c£100m FUM / FUI annual revenues are in excess of £1.4m. A prudent attitude to risk has provided a robust balance sheet with cash reserves, sophisticated computerised records and 100% FCA compliance. Operating a self-employed model the firm has 15 high quality advisers working from home offices all sharing central resources at a Cheshire HQ. Contracted pay-aways vary from 70-80% generating healthy revenue streams for the company. All clients are the property of the limited company, not the individual advisers.

Requirement

The founder and MD has reached retirement age and wishes to explore industry exit options through a going concern business sale to include the advisory staff.

Sellers Ambitions

Market rate consideration is sought from acquirer organisations interested and capable of integrating such a model.

 

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