Background
Bristol based 2 Director IFA firm with c15m FUM achieving £85k recurring income through the service of 100 locally based clients in IFA client database.
Retirement planning leads to a natural crossroad with one Director seeking a buyer for his investment portfolio of c£7.5m FUM.
Requirement
The remaining Director seeks employment / an AR arrangement enabling continued client servicing for the next 5 years.
FCA compliant business. Computerised records. All client servicing in post RDR form.
Consideration
Modestly scaled business opportunity for immediate transaction & completion in Q2 2018.
Express Interest
