retiring ifa for sale in wales
Chartered Financial Planning Firm – £132m FUM – Available for acquisition as a going concern – South Wales – Ref 152
June 12, 2018
retiring ifa for sale in wales
Traditional IFA servicing a long-standing and loyal client portfolio within South Wales and the Valleys. c£65m FUM – Ref 148
May 11, 2018

Strongly Independent Advisory Business – £21m FUM – Kent – Ref 151



A “one man band” advisory business operating within an affluent part of the UK servicing a modest client database comprising c53 active clients with an average case size of £380k.

With recurring income of c£150k the business is well run from a home office operating in a traditional style.




As with many small firms there is an ever increasing legislative and bureaucratic pressure – remaining compliant and commercially viable is proving difficult.

Rather than allow any dilution in the client experience the Director seeks a buyer of scale, proven resources and common purpose providing a buy-out mechanism over the next 3-5 year period. This will dovetail neatly with the vendors personal retirement / industry exit ambitions.




Market rate valuations are expected at a 3 – 3.5 times multiple of recurring income.

Ongoing employment as an AR with usual industry standard commercial terms

Express Interest

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