Modestly scaled IFA client database & Investment Portfolio available for acquisition – Bristol – Ref 139
March 9, 2018
Long Established Sole Trader IFA – Client database & Investment portfolio offered as a retirement sale – £15m FUM – Ribble Valley, Lancashire – Ref 133
February 15, 2018
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Long established sole trader IFA client database & investment portfolio offered for sale due to the death of the Principal – £12.5m FUM – Long standing and loyal client portfolio – Middlesex – Ref 136

Background

 

With a log association to a portfolio of Middlesex based clients this modestly scaled IFA business traded profitably providing robust investment and pension advice.

With c£12.5m FUM and recurring income of £100k from 70 clients the records are maintained in traditional paper based form.

 

Required

 

The family of the deceased have no interest or ability running a client facing advisory firm so wish to achieve a swift sale ensuring continued client servicing.

 

Consideration

 

Market rate is expected but an imperative is any acquirer is able to transact swiftly.

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