retiring ifa for sale in west midlands
West Midlands IFA/Advisory Business available for acquisition – £50m FUM – Long established and award winning – Ref 161
September 5, 2018
retiring ifa for sale in south east
IFA Advisory / Wealth Management business – Essex – £58m FUM – C£230K Recurring income – Ref 159
August 23, 2018

IFA Specialist wealth management firm available for acquisition as a retirement sale – £22m FUM – Manchester – Ref 160

Background

 

Sole trader firm with the founding Director reaching retirement age.

£22m FUM achieving c£150k recurring income from a portfolio of approximately 100 active clients, all with signed service arrangements and resident within a sensible servicing distance of Manchester.

All records maintain in computerised form.

No “high risk” sales and a clean compliance record with 3rd party oversight.

 

 

Consideration

 

Market rate consideration of c£450-500k sought with deferred payments over 18-24 months subject to DD & contract.

 

 

Requirement

 

Vendor available for ongoing employment if required.

Looking for completion by 2020.

 

Express Interest

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




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