ifa for sale in east anglia
Hertfordshire based Independent Advisory Business – £36m FUM & significant pipeline – Offered for sale as part of the principal’s retirement & ascendency planning strategy – Ref 143
April 16, 2018
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
February 20, 2018
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Modestly scaled IFA client database & Investment Portfolio available for acquisition – Bristol – Ref 139

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.

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