ifas for sale in north west
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October 25, 2018
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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.

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