retiring ifa for sale in south east
Directly Authorised IFA – Long Established – Available for acquisition during 2019 – £50m FUM – Essex – Ref 193
March 29, 2019
Retirement sale – long established sole trader IFA – £21m FUM – Recurring income £125k – Somerset & borders – Ref 188
February 28, 2019

Sole Trader / IFA – £25m FUM & Recurring income of c£160k – “Sell & Stay” – Employed advisory role sought with buy-out terms for existing clients at market rate over deferred period – Peterborough & Surrounding areas – Ref 191



A 58 year old CF30 adviser with many years independent trade servicing a loyal self-generated client base within the Peterborough area.

Profitable trade servicing 132 clients in a FCA compliant manner – all records are maintained electronically.

No high risk sales – a “vanilla” client servicing and investment proposition.




With ever increasing levels of regulatory influence, compliance and rising levies, PI costs etc the Principal of this business recognises a natural crossroad has been reached with the days of the one man band now limited.

Instead of continuing trade in undisturbed form an acquirer with similar cultural values and attitude to client care / servicing is sought in the Peterborough area.




Market rate buy-out terms over a deferred period are sought subject to DD and legal contract together with an incentivised employment contract for the medium to long term…..”Sell & Stay”

The vendor hopes to achieve deal terms during Q2 / Q3 2019.


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