Database and investment portfolio – £35m FUM – c£150k Recurring Income – Ref 89
April 6, 2016
Financial Planner – c£100m FUM – Annual Revenue £1.4m – Ref 85
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IFA Wealth Manager – £50m FUM – c£200k Trail – Ref 87


IFA Wealth Manager available for acquisition following retirement of founding Director


A long established Directly Authorised IFA / Wealth Manager servicing a loyal client base of c500 clients throughout the UK. With approximately £50m FUM the business achieves annual revenues of c£250k of which c£200k is recurring income. Records are fully computerised with the majority of clients fee paying and on contract. Well organised and run in a traditional form. Respected in the local business community.


The founding Director has reached retirement age and now wishes to crystallise many years commitment to the financial services sector and his clients through an asset sale.


Market rate consideration is sought (typically at 3 times multiple of recurring income) of c£600k with value passing from acquirer to vendor in deferred terms over an 18-24 month period (50:25:25) subject to DD and legal contract.


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