retiring ifa for sale in south east
A Chartered Financial Planning / Wealth Management / IFA Advisory business – Long established – Dominant position within market services – c£200m FUM – South East England – Ref 169
November 5, 2018
retiring ifa for sale in south west
Independent Financial Planning / Wealth Management Firm – c£145m FUM – Loyal client portfolio – Available for acquisition as a going concern – Dorset – Ref 167
November 5, 2018
Show all

HNW (High Net Worth) Client base of c£40m FUM available for acquisition – UK Wide – South West of England – Ref 168

retiring ifa for sale in south west

Background

 

A Directly Authorised advisory business – one adviser plus a strong support team of paraplanners and administrators.

Recurring income is currently at £315k achieved by servicing a portfolio of largely HNW clients spread geographically wide throughout the UK.

Most clients have an association with the adviser spanning c25 years.

 

Requirement

 

Divorce, middle age and changing lifestyle aspirations have led to a re-appraisal of priorities. With other commercial interest outside of the Financial Services sector, the Principal of this profitable business has decided to grasp change.

Offered here is a portfolio of 50 active cases with c£40m FUM and a further £15m FUI offering a considerable latent commercial opportunity for an acquirer with a UK client servicing reach.

 

Consideration.

 

The vendor wishes for a “sell & go” scenario, however, will assist the acquirer to achieve an elegant an seamless client hand-over/integration acting in an ambassadorial rather than advisory capacity.

Market rate consideration of between 3-3.5 times recurring income is expected via a share sale.

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