retiring ifa for sale in south west
IFA Wealth Manager with DFM permissions seeks business sale enabling a planned retirement – c£120M FUM – c£700k Recurring income – Devon – Ref 226
February 19, 2020
Long established and modestly scaled advisory business available for acquisition – £20m FUM & Recurring Income of c£100k – Buckinghamshire & Oxfordshire – Ref 224
January 26, 2020

High Net Worth client base – Bristol area available for acquisition – £45m FUM. Retirement sale – Ref 225

retiring ifa for sale in south west

Background

Established to service individual and family financial advisory needs within Bristol and the surrounding area.

A Directly Authorised sole adviser Limited Company firm with c£45M FUM achieving c£360k pa recurring revenue from a client bank of c120 active cases.

“Vanilla’ attitude to risk. Impeccable systems and processes.

Retirement sought enabling lifestyle re-balancing with greater emphasis on family and hobbies.

 

Requirement

With a responsible attitude to client interest and welfare the vendor of this firm is keen to identify an acquirer with parallel values – culturally and in terms of service excellence.

Interest is invited from firms with servicing capabilities in the same geographical area as existing clients.

The vendor will seek a retirement after effecting an elegant and seamless client integration process.

 

Consideration

Market rate consideration is reasonably expected for this business as a share sale so enabling the vendor ETR eligibility with deferred payments structured over a 24 month term.

It is expected a business sale will be achieved during 2020

Express Interest

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




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