Retirement sale – long established sole trader IFA – £21m FUM – Recurring income £125k – Somerset & borders – Ref 188
February 28, 2019
retiring ifa for sale in south east
IFA seeks a “Sell & Stay” opportunity – c£22m FUM – £187k recurring income – West Sussex – Ref 174
January 11, 2019

IFA firm available for acquisition enabling retirement for the founding Directors. Hampshire / Borders. £21m FUM – Ref 182



A modestly scaled advisory business built on strong ethics and excellence in client service and focus.

90 clients and £21m FUM generating a recurring income of c£85k pa.

Loyal client portfolio predominately resident along the M3 corridor / Hampshire and bordering counties.

Health issues have brought forward the sale of this business – now available for a Q2 2019 completion.





The retiring Directors seek an acquirer with similar cultural values and attitude to client care.

This is a “sell & go” scenario. The exiting Directors will ensure an orderly, elegant and effective client hand-over so assisting the integration process.

Post sale they will be available in an ambassadorial capacity always on hand to provide soft facts as necessary.





Market rate consideration is sought passing from acquirer to vendor over an 18-24 month period in deferred payments.

An introducer arrangement made available to the retiring advisers will ensure a steady stream on new client introductions.

Express Interest

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

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