Local South Wales firm looking to acquire client banks


Local South Wales firm looking to acquire client banks

Are you looking for a small regional IFA firm offering coverage of the whole of South Wales from their office in Swansea to provide continuity of a local independent financial advice service to your clients on your retirement?

The Acquirer

Our client is a firm of directly authorised Independent Financial Advisers, based in Swansea Waterfront and cover the whole of South Wales. They are proud of the reputation they have built with their clients since formation as Independent Financial Advisers in 1999.  They offer clients a clear choice of advice services, flexible enough to meet their changing needs. In addition, they are proud of the qualifications, experience and expertise of their six CF30 advisers and nine support staff, which enables them to offer clients quality advice and professional on-going services. The Managing Director has many years of experience of Court of Protection work, in particular, compensation claims and inheritance tax mitigation and has built an extensive network of trusted professional advisers and clients. Within the team, they hold Advanced Pension Planning qualification to support complex financial planning requirements often in the area of retirement planning and Occupational Pension Transfers.

Acquisition Options

With a robust and healthy balance sheet our client would consider acquiring any well run, client banks in South Wales, particularly those in the SA post codes?

Value – negotiable terms

This is an ideal opportunity if you:

  • Are looking for a small IFA firm in South Wales to provide continuity of a local IFA service to your clients
  • Want a firm that has strong financials and healthy bank balance
  • You have a well-run small IFA practice and looking to retire
  • Want your clients to continue to receive independent financial advice

Criteria

  • Will consider all clients banks in South Wales

Locations

  • South Wales, particularly SA post codes

Call us now on 0208 0044 162 to discuss this further

Liability and Disclaimer

The information contained in our advert including any on target earnings information are given in good faith and IFA Acquisitions Ltd uses all reasonable efforts to ensure that it is accurate. However, IFA Acquisitions Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by IFA Acquisitions Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

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