Leading Independent Wealth Management / Financial Advisory Firm – c£250m FUM – Long standing reputation & loyal client portfolio – Scotland – Ref 214
September 25, 2019
retiring ifa for sale in west midlands
Directly authorised IFA seeking a retirement & business sale – Long established. Loyal client portfolio – c£40m FUM – Shropshire – Ref 212
September 12, 2019

Significant scaled mortgage and advisory business available for acquisition enabling the founding Directors a retirement opportunity – North West of England – Ref 213

ifas for sale in north west



Founded over 25 years ago this business provides mortgage and advisory services to clients throughout the North West of England.

The mortgage book accounts for approximately 80% of the firms annual turnover with recurring income from advisory services providing the balance.

All employees except administrative staff are on self-employed contracts.

Annual profits are c£1.5m




The founding Directors are reflecting on lifestyle and work balance feeling at this time a business sale leading to an eventual retirement is favoured.

Interest is invited from firms with a similar model providing a brand range of financial services products.





Valuation metrics at market rate will apply to the recurring income from advisory services and the turnover generated by the mortgage business or a multiple of EBITDA. From this, a valuation of c£7m is reasonably expected.

The existing staff members are expected to be retained by the acquirer in an employed or self-employed capacity subject to terms.

The buy-out period is to be structured over a timeline appropriate for the complexities of this hybrid model currently weighted towards mortgage business.


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