Financial Planning Firm – Directly Authorised – Self Employed Model – c£180m FUM – Highly Profitable – Offered for Sale as a going concern – Essex – Ref 117
September 11, 2017
Sole trader / Ltd Company IFA seeks employed role within larger advisory firm – Client portfolio of c£19m FUM – Sheffield & Surrounding area – Ref 164
August 22, 2017

Retirement sale – long established sole trader IFA – Somerset & Borders – £21m FUM – Recurring Income £125k – Ref 188

Background

 

Originally founded in 2000 this Directly Authorised sole trader IFA has serviced a client portfolio of 108 clients all located within the County of Somerset.

The business has been run efficiently and profitably with all client records maintained in computerised form.

Compliance oversight has been via Simply Biz with no complaints throughout he firm’s trading history.

 

 

Requirement

 

With ill health compromising ongoing trade a decision has been made by the 62 year old adviser to seek a buyer for the firm’s client database and investment portfolio enabling a retirement ideally by Q2 2019.

 

 

Consideration

 

A market rate valuation of c£400-450k is sought via a share sale.

 

Express Interest

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




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