retiring ifa for sale in west midlands
Directly Authorised Chartered Financial Planner – c£60m FUM – £250k Recurring Income – Midlands.- Ref 119
November 23, 2017
IFA Specialist Wealth Manager based in Hertfordshire. £17m FUM – Long standing client portfolio – Offered as a retirement sale – Ref 116
August 22, 2017
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Financial Planning Firm – Directly Authorised – Self Employed Model – c£180m FUM – Highly Profitable – Offered for Sale as a going concern – Essex – Ref 117

Background

 

Directly Authorised advisory firm servicing a portfolio of c1,200 clients within the Essex, Suffolk, London and surrounding areas.

Highly profitable with c£180m FUM generating recurring revenues of c£1.5m.

Contemporary business model.

 

Requirement

 

The two equal Partners have reflected on personal lifestyle ambitions, the interests of their clients and the current / emerging regulatory landscape. Both recognise continued trade would be more effective as a part of a larger organisation with shared resources and common purpose.

Interest is invited from large Regional and National acquirer organistions with the resources and commitment toclient servicing in the South East of England.

 

Consideration

 

A mechanism is sought that will enable the above whilst accommodating the existing team and provide the Partners a deferred buy-out mechanism at market rate.

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