retiring ifa for sale in south west
Wealth Management Firm offered as a “Sell & Stay” opportunity. South Devon – Ref: 253
September 14, 2021
retiring ifa for sale in west midlands
Midlands based IFA business offered for sale enabling the founding Director a retirement. £10m FUM – Ref 251
June 7, 2021

Northeast of England based IFA business offered for sale enabling the founding Director a retirement. £13m FUM – Ref 252

ifas for sale in north east

Background

 

Established in 2014 this Directly Authorised business services a portfolio of 55 client cases – all individuals and families within the Northeast of England.

Wholly FCA compliant there has never been any “high risk” product promotion to clients.

All records are retained using industry leading software.

 

Requirement

 

At 64 years of age the founding Director / Adviser wishes for a retirement and a safe custodian for his treasured clients.

Interest is invited from advisory firms with an existing presence and commitment to the Northeast of England.

 

Consideration

 

With an annual recurring income of c£65k it is reasonably expected this business will achieve a valuation of c£200 – £250k.

The Principal hopes to achieve a completion by the end of Q4 2021 or early Q1 2022.

Express Interest

Interested and would like to learn more?
Call us on 020 4540 0457 or contact us here.




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