An Independent Chartered Advisory firm established in 2010 – £70m FUM – 120 clients – Hereford/Gloucester borders – Ref 94
November 5, 2016
Retirement sale – c£20m FUM – c£100k Recurring income – Ref 92
November 2, 2016

Retirement sale – c£12m FUM – £100k Recurring income – Ref 93


Long established advisory firm offered for sale due to the retirement of the founding Director.



A Directly Authorised IFA servicing clients within the Devon, Somerset and Cornwall areas. Long established (1991) with a strong portfolio of loyal clients – mainly within the mass affluent market. With c£12m FUM the firm has always transacted with a prudent attitude to risk resulting in a profitable entity with strong cash reserves.

High Street traditional office style.

Fully FCA compliant with an impeccable record.



The vendor invites interest from acquirers with sound business models sharing similar cultural and client service ethics allowing his retirement from the Financial Services sector.



Market rate terms are sought (typically at 3 times recurring income) in the sum of c£300k with value passing from acquirer to vendor in deferred terms over a 18-24 month period (50:25:25) subject to DD and contract

Express Interest

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

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