retiring ifa for sale in south west
Independent Financial Planning / Wealth Management Firm – c£145m FUM – Loyal client portfolio – Available for acquisition as a going concern – Dorset – Ref 167
November 5, 2018
retiring ifa for sale in wales
Wholly Independent Financial Advisory available for acquisition enabling the founding Director retirement – South West Wales – £25m FUM – Ref 163
September 28, 2018

Sole trader / Ltd Company IFA seeks “sell & stay” scenario within a larger advisory firm enabling retirement in 2 years – £27m FUM – Recurring income of £120k – Cumbria – Ref 165

ifas for sale in north west

Background

 

A 60 year old CF30 adviser servicing a portfolio of clients that have been under his control for over 25 years in the Cumbria area.

Financially robust business model with strong cash reserves.

Now considering retirement options.

 

 

Requirement

 

Ideally a retirement by 2020. In the meantime ongoing employment within an advisory firm offering buy-out terms at market rate, top quality client servicing proposition and a commitment to the North West of England.

 

 

Consideration

 

Market rate buy-out terms structured over 24 months during which time the vendor will provide advisory services and participate in the integration process ensuring an elegant and seamless client hand-over.

Express Interest

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




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