ifas for sale in north west
Long established independent financial advisory business – North & North West of England – c£56m FUM – Ref 234
July 2, 2020
retiring ifa for sale in south west
MODESTLY SCALED ADVISORY BUSINESS AVAILABLE FOR ACQUISITION – SOMERSET – £16m FUM – Ref 232
May 28, 2020

LONG ESTABLISHED ADVISORY AND EMPLOYEE BENEFITS BUSINESS – HAMPSHIRE – c£130m FUM – Ref 233

retiring ifa for sale in south east

Background

A Directly Authorised and long established advisory business providing wealth management and employee benefits guidance to a client portfolio of individuals, families and corporates throughout Hampshire and the surrounding Counties.

Well organised with fully computerised systems using leading software.

A prudent attitude to risk throughout.

Recurring income of c£500k is routinely achieved through a policy of client servicing and retention rather than new business development.

 

Requirement

The Principals are reaching retirement age so looking towards acquirer interest ideally from established firms with servicing capabilities in Hampshire and surrounding Counties.

Many of the firms’ clients are long-standing friends of the business owners so the vendors are keen to actively participate in the onboarding / integration process post completion. This will ensure the minimum of client slippage.

 

Consideration.

Interest is invited from acquirers capable of offering market rate terms calculated using a 3-3.5 times multiple of recurring income.

It is hoped a completion can be achieved during Q3 2020.

Express Interest

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




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