IFA for sale in london
ESTABLISHED IFA AVAILABLE FOR SALE. £103m FUM “SELL & GO” ENABLING RETIREMENT – BUCKINGHAMSHIRE – Ref 241
October 7, 2020
retiring ifa for sale in yorkshire
LONG ESTABLISHED & SUCCESSFUL FINANCIAL ADVISORY FIRM – £45m FUM – LOYAL CLIENT PORTFOLIO AVAILABLE FOR ACQUISITION ENABLING THE FOUNDING DIRECTOR A FUTURE RETIREMENT OPPORTUNITY – NORTH EAST ENGLAND -Ref 239
September 17, 2020

MODESTLY SCALED OMB / IFA AVAILABLE FOR ACQUISITION ENABLING RETIREMENT FROM THE FINANCIAL SERVICES SECTOR GLOUCESTER – Ref 240

retiring ifa for sale in west midlands

Background

 

Located in Gloucestershire this firm hosts c£7.5m of client monies. A modestly scaled sole trader / advisory business

The average client portfolio size is c£150k.

Differentiating itself with a strong and ethical client centric culture, a robust approach to compliance and an exceptional client servicing experience.

Fully IT embraced using modern digital technology and administrative platforms the firm is a part of the Quilter / Intrinsic network

With a “vanilla” attitude to risk product promotions at all times have been cautious so avoiding VCT, EIS, Arch Cru, Key Data and DB transfers.

 

Requirement

 

The vendor is looking towards a career outside of the financial services sector, instead aligned to personal / vocational interests.

For this reason the business is to be sold and interest is sought from a small regional firm with similar cultural values and local servicing capabilities.

It is hoped deal terms can be reached during Q4 2020 / Q1 2021.

 

Consideration

 

Achieving a recurring income of c£55k the business is expected to yield a headline consideration of c£150-175k.

The vendor will assist in the client onboarding and integration process then offer an ambassadorial service as necessary.

It is expected consideration will pass from acquirer to vendor over an 18 month term in 3 stage payments (50:25:25)

Express Interest

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




    I consent to Tomorrow IFA using the above details to contact me about IFA opportunities