retiring ifa for sale in south west
An Independent Chartered Advisory firm established in 2010 – £70m FUM – 120 clients – Hereford/Gloucester borders – Ref 171
November 5, 2018
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IFA / Wealth Manager seeks a “Sell & Go” scenario – £50m FUM – £230k Recurring Income – Wiltshire – Ref 172

retiring ifa for sale in south west

Background

 

A Directly Authorised sole trader / Ltd company.

Profitable and well organised. Loyal client portfolio predominately within the Wiltshire area.

Cautious attitude to risk reflected in client investment and pension portfolio. A 0.5% model.

The business owner has commercial interests outside of the financial services sector – his preferred future.

 

 

Requirement

 

An acquirer is sought to look after future client servicing of c145 cases. Most within capital accumulation rather than the draw-down phase.

The sale proceeds will provide a capital injection and also enable some personal finances re-calibration and de-risking.

 

 

Consideration

 

With recurring revenue streams of c£230k an expected headline valuation within the band £700k – 800k, subject to DD and contract.

The vendor wishes to participate in the client introduction and integration process ensuring a seamless and elegant transition. Future referrals from professional connections and local business contacts.

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