A long-established IFA business, a part of a leading network, servicing a healthy portfolio of clients all located within the County of Staffordshire.
£50m FUM generating annual recurring income of £275k.
Fully compliant and complaint free – no high-risk product promotions.
With over 30 years’ service to the financial advisory sector the Director of this modestly scaled business seeks a lengthy retirement through a business sale.
Interest is sought from acquirer firms with resource and reason to be the next custodian of the cherished client portfolio.
A market rate valuation, ideally as a share purchase, is sought so a headline consideration of c£900k, subject to DD and contract.
Payment terms are negotiable whether this is a “sell & stay” or “sell & stay” model – the vendor is open on either route.
Deal terms and a completion during 2021 is expected.Express Interest