IFA Specialist Wealth Manager based in Hertfordshire. £17m FUM – Long standing client portfolio – Offered as a retirement sale – Ref 113
August 22, 2017
Financial advisory firm – c£50m AUM – Client portfolio of loyal & longstanding high quality clients predominantly based in Hampshire & Dorset – Ref 111
July 26, 2017

IFA Specialist Wealth Manager – Business offered for sale due to the retirement of the Founding Director – £21M FUM – Manchester – Ref 112

 

Background

 

A small family run independent firm of financial advisers / specialist wealth manager.

£21m FUM generating a recurring income of c£140k from a client database of approximately 100 cases.

Fully FCA compliant. Loyal and long-standing client portfolio.

 

Requirement.

 

Reflecting on lifestyle ambitions and with a milestone anniversary passed the Principal has decided to explore more of the world.

Interest is sought from culturally compatible and financially secure advisory firms with client servicing capabilities in the Manchester / North West of England areas.

 

Consideration.

 

A market rate valuation is expected for this business placing a headline value of £420-500k payable in deferred stage payments over an 18-24-month period, subject to contact and terms.

The vendor wishes to achieve ETR through the sale process and has an open mind to his commitment during the buy-out period. An imperative is that any sale is to an organisation with the ability to fully integrate all acquired clients which the vendor will assist in an ambassadorial capacity.

 

Express Interest

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