Sole trader / Ltd Company IFA seeks employed role within larger advisory firm – Client portfolio of c£19m FUM – Sheffield & Surrounding area – Ref 164
August 22, 2017
Wealth Management & Employee Benefits Consultancy – £53m FUM – Available for acquisition including advisory & technical staff – Hampshire – Ref 192
August 22, 2017

IFA Specialist Wealth Manager based in Hertfordshire. £17m FUM – Long standing client portfolio – Offered as a retirement sale – Ref 113

Background

 

A long established Directly Authorised firm operating profitably servicing a portfolio of approximately 60 long-standing and loyal clients principally within the Hertfordshire and North London areas.

 

Modestly scaled with c£17m FUM generating recurring income of c£70k and a further “old style” legacy commissions providing c£20k pa.

 

Traditional style sole trader working from a home office with all records maintained in computerised form.

 

 

Requirement

 

At 69 Years of age the Principal has decided to retire from the industry and pursue other lifestyle interests.

 

Interest is sought from well-founded advisory firms operating within the same geographical area.

 

 

Consideration

 

Offers are invited for the business at market rate ideally achieving a completion during the Autumn / Winter of 2017.

 

 

Express Interest

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




I consent to Tomorrow IFA using the above details to contact me about IFA opportunities