ifas for sale in north west
Long established LLP advisory business with c£37m FUM seeks a buyer enabling the retirement of the founding Partner. Liverpool & surrounding area – Ref 228
April 6, 2020
retiring ifa for sale in south west
IFA Wealth Manager with DFM permissions seeks business sale enabling a planned retirement – c£120M FUM – c£700k Recurring income – Devon – Ref 226
February 19, 2020

Sole trader financial advisory firm – £22m FUM – Loyal Client Portfolio – Available for acquisition enabling the Chartered adviser a capital event and ongoing employment / an AR Arrangement – Bristol – Ref 227

retiring ifa for sale in south west

Background

 

Currently an AR of a leading national network.

Client portfolio of c55 cases and an average holding of £350k.

£22m FUM and achieving recurring revenue of £125k.

Chartered Financial Adviser in mid 50″s – prudent attitude to risk. Loyal and long-standing client portfolio appreciative of high quality service.

 

 

Requirement

 

With retirement planning in mind a seamless exit strategy is sought, but not for the next 10 years.

Wishing to secure appropriate personal arrangements and confidence in future client servicing by the acquirer firm.

Similar cultural values and integrity offering a cost effective AR arrangement and buy-out model.

 

 

Consideration.

 

Valuation at market rate plus an ongoing AR arrangement.

Incentivised earnings for servicing of existing clients plus reward for new business introduced.

 

Express Interest

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




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