retiring ifa for sale in west midlands
Privately owned financial advisory business available for acquisition.. £50m FUM – £275k recurring income Staffordshire – Ref 250
May 25, 2021
Chartered Wealth Planning firm offered as a “Sell & Stay” – £45m FUM – Kent – Ref 248
March 20, 2021

IFA Business available for acquisition – £22m FUM – Home Counties – Ref 249

ifa for sale in midlands

Background

 

Established following 30 years dedicated service to a loyal client portfolio of 100 clients located in the Home Counties.

With c£22m FUM the business follows a 0.5% client charging model and achieves recurring revenues of c£1100k annually.

A conservative attitude to risk and prudent investment choices has resulted in exceptional levels of client retention. No “high risk” product sales or promotion.

 

Requirement

 

Changed personal circumstances has forced a business sale.

The vendor would like to remain in an advisory capacity post a business sale servicing clients for the acquirer firm working in an employed role.

 

Consideration

 

A market rate / market rate plus valuation is reasonably expected given the quality of clients, loyalty, and immaculate business model.

With a recurring income of c£100k offers in the region of £325 – 350K are expected.

Ongoing employment terms for the adviser will be negotiated separately.

Express Interest

Interested and would like to learn more?
Call us on 020 4540 0457 or contact us here.




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