Financial advisory firm – c£50m AUM – Client portfolio of loyal & longstanding high quality clients predominantly based in Hampshire & Dorset – Ref 111
July 26, 2017
Family Owned & Managed IFA Business offered for acquisition enabling the founding Director an industry exit and retirement – £108M fum – Cheshire – Ref 109
July 25, 2017

Modestly Scaled Sole Trader IFA available for acquisition due to ill health and retirement of the Founding Director – c£10m FUM – Gloucester / Bristol area – Ref 110

Background

 

The Founding Director of a modestly scaled IFA operating from offices in Gloucester servicing clients within the immediate area and Bristol has decided to retire due to ill health.

The business hosts a modest portfolio of c185 clients with £10m FUM generating £55k Recurring Income.

Fully FCA compliant with a clean trading record.

 

 

Requirement

 

With ill health changing work / lifestyle priorities the vendor wishes to achieve a business sale within Q2 2018.

Interest is sought from acquirers ideally within a reasonable geographical proximity and with client servicing capabilities.

 

 

Consideration.

 

Market rate consideration is expected however due to health related pressures there is opportunity for a swift transaction at competitive rates.

Express Interest

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




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