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Wholly Independent Financial Advisory available for acquisition enabling the founding Director retirement – South West Wales – £25m FUM – Ref 163

retiring ifa for sale in wales

Background

 

Established nearly 20 years ago specialising in retirement planning and the management of investment portfolios for 135 client cases throughout South West Wales.

With c£25m FUM the business achieves c£155k of recurring revenue from RDR compliant ongoing fees and a further £25k from ongoing commissions.

 

Requirement

 

The business will shortly reach a natural crossroad as the founding Director seeks retirement.

Interest is invited from high-quality advisory firms with shared cultural and client servicing values able to commit resources to the South West Wales area.

 

Consideration

 

A market rate valuation is expected in the region of £550k – £650k subject to DD and contract paid in deferred stage payments over an 18-24 month term.

The Principal will commit to the acquirer firm enabling an elegant and seamless client transition and integration.

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