retiring ifa for sale in scotland
Long established sole trader IFA Business Available for Acquisition enabling the founder retirement during 2018 – £14m FUM – Lanarkshire – Ref 132
January 30, 2018
Family Owned & Managed IFA Business offered for acquisition enabling the founding Director an industry exit and retirement – £108M fum – Cheshire – Ref 130
January 25, 2018
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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 131

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.

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