retiring ifa for sale in south west
MODESTLY SCALED ADVISORY BUSINESS AVAILABLE FOR ACQUISITION – SOMERSET – £16m FUM – Ref 232
May 28, 2020
Leading Independent Wealth Management / Financial Advisory Firm – c£250m FUM – Long standing reputation & loyal client portfolio – Scotland – Ref 214
September 25, 2019

Long established LLP advisory business with c£37m FUM seeks a buyer enabling the retirement of the founding Partner. Liverpool & surrounding area – Ref 228

ifas for sale in north west

Background

After 20 years in an advisory capacity this Directly Authorised LLP servicing a long standing and loyal portfolio of clients in and around the Liverpool area is available for acquisition enabling the founding Partner a retirement opportunity.A traditional advisory business which has focused on quality of client service and retention rather than new business development.

A ‘vanilla” attitude to risk throughout has resulted in a “clean” compliance record and no client complaints.

The business is achieving c£200k recurring income from 150 active clients.

 

 

Requirement

 

With retirement a looming prospect the Partner seeks a new custodian for his clients – many of whom have become personal friends during the many years of service.

The vendor has confirmed his ongoing commitment in an ambassadorial capacity and will assist where required with the client on-boarding and integration process post completion.

 

 

Consideration

 

A market rate valuation is reasonably expected with consideration passing from acquirer to vendor over a 24 month term subject to DD and contract.

Express Interest

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




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