Retirement sale – long established sole trader IFA – Somerset & Borders – £21m FUM – Recurring Income £125k – Ref 188
August 22, 2017
IFA Specialist Wealth Manager based in Hertfordshire. £17m FUM – Long standing client portfolio – Offered as a retirement sale – Ref 113
August 22, 2017

Sole trader / Ltd Company IFA seeks employed role within larger advisory firm – Client portfolio of c£19m FUM – Sheffield & Surrounding area – Ref 164

Background

 

A 44-year-old CF30 adviser servicing a portfolio of 55 clients principally within the Sheffield area has reached a natural crossroad.

With c£19m FUM the portfolio achieves c£70k pa of recurring income – compliance throughout has been overseen by a leading UK network.

 

 

Requirement

 

Recognising the increasing regulatory and administrative burden of running an IFA business in a compliant manner will soon impact upon his client facing time and capabilities.

Not wishing for any dilution of quality or client service the IFA wishes to join an existing advisory firm in an employed / self-employed capacity.

 

 

Consideration

 

In exchange for introducing the firm’s complete client database and investment portfolio the vendor seeks a market rate consideration paid in deferred terms.

Ongoing employment within the acquirer firm will enable ongoing client servicing plus with shared administrative burdens the opportunity for new business development.

Express Interest

Interested and would like to learn more?
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