Retirement sale – c£20m FUM – c£100k Recurring income – Ref 99
November 2, 2016
Database, Portfolio & Key Staff – c£35m FUM – c£190k Recurring income – Ref 96
April 8, 2016
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Long Established IFA – c£50m FUA – Midlands & South West. Retirement Sale – Ref 98

Midlands & South West

Long established IFA with a loyal portfolio of 160 active clients throughout the South West of England and the Midlands.

Background

Trading profitably for over 25 years this well organised and profitable IFA with c£50m FUA has serviced a loyal client base of individuals, families and SME’s throughout the Midlands and the South West of England. Advisers (Investment, Protection and Mortage) have been supported throughout by an in house administrative team providing para-planning and compliance services. Robust systems have delivered profitable trade and the firm has an exemplary service record. In recent years the business has pursued a strategy of cost and scale reduction preparing for an eventual sale.

Requirement

The founding / Managing Director has reached 74 years of age and with a programme of positioning the business for sale now complete a buyer is sought ideally achieving a completion before the end of Q4 2016.

Consideration

Market rate consideration is expected via an asset or share purchase.

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