retiring ifa for sale in west midlands
Privately owned financial advisory business available for acquisition.. £50m FUM – £275k recurring income Staffordshire – Ref 150
May 25, 2021

Midlands based IFA business offered for sale enabling the founding Director a retirement. £10m FUM – Ref 151

retiring ifa for sale in west midlands

Background

 

Established in 2004 this Directly Authorised business services a portfolio of 44 cases (77 clients) – all individuals and families within the Midlands area.

Wholly FCA compliant there has never been any “high risk” product promotion to clients.

All records are retained using industry leading software.

 

Requirement

 

At 65 years of age the founding Director / Adviser wishes for a retirement and a safe custodian for his treasured clients.

Interest is invited from advisory firms with an existing presence and commitment to the Midlands.

 

Consideration

 

With an annual recurring income of c£70k it is reasonably expected this business will achieve a valuation of c£210 – £250k.

The Principal hopes to achieve a completion by the end of Q4 2021 or early Q1 2022.

Express Interest

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




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