retiring ifa for sale in south west
MODESTLY SCALED DIRECTLY AUTHORISED ADVISORY BUSINESS AVAILABLE FOR ACQUISITION – SOMERSET – c£16 FUM – Ref 235
July 15, 2020
retiring ifa for sale in south east
LONG ESTABLISHED ADVISORY AND EMPLOYEE BENEFITS BUSINESS – HAMPSHIRE – c£130m FUM – Ref 233
May 28, 2020

Long established independent financial advisory business – North & North West of England – c£56m FUM – Ref 234

ifas for sale in north west

Background

 

An independent advisory business servicing a loyal client portfolio within the North and North West of England.

Established for nearly 2 decades following an earlier advisory career by a sole trader with integrity and honesty treating the clients’ interests first.

A “vanilla” attitude to risk so no contentious product promotions.

300 clients generating recurring income of c£270k pa.

Robust systems and processes. Impeccable client experience and retention.

 

Requirement

 

With retirement now an increasing priority the Principal is seeking a safe custodian for the firm’s clients – one that shares the same cultural values of

independence, fairness and best practice.

 

Consideration

 

A market rate valuation is reasonably expected for this business applying normal metrics, so in the region of £900k subject to DD and contract.

With no history of complaints or legacy issues regarding “high risk” product sales the vendor wishes for a share sale and so ETR eligibility.

Deal terms and a completion are anticipated to be achieved by Q4 2020.

Express Interest

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




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